Wealth Think

DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.

"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.

"Many times it’s actually small, systematic behavioral changes in strategies that lead to sustainable, meaningful changes in outcomes," writes Michael Liersch.

When the millions left unemployed due to COVID-19 return to work, research suggests they will cash out of their former employers’ plans, Spencer Williams writes.

Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.

Almost 80% of advisors in a survey said their technology wasn’t meeting their needs — and more than half of that group said they are considering switching firms because of it.

There’s a common cultural myth that says people don’t talk about money. I disagree; I think we talk about money all the time. Just not enough about what I describe as “the missing pieces of the money conversation.”

When you stop worrying about what you can get from others and focus more on what you can give back, it turns out that there’s a lot to gain, writes Tim Gerend.

Wealth managers now need to not only meet digital expectations but also surpass them, writes Will Bailey.

An upbeat picture of industry resilience and silver linings is marred by a gender gap when it comes to job worries. Here’s what we can do about it.