The Latest

Now’s the time to think about how to leverage the benefits so we’re prepared when the technology reaches commercial viability, says Adam Schouela

For the Westlake, Texas-headquartered financial services company, net income was up significantly from the year-over-year figures but down slightly from the first quarter.

Adam Schouela is head of emerging technology at the Fidelity Center for Applied Technology (FCAT).

Michele Alt is a partner with the Klaros Group.

At your next meeting with clients who express a strong interest in philanthropy, discuss ways to optimize their charitable giving by donating appreciated crypto with a DAF.

Andrew Hastings is National Philanthropic Trust’s chief development officer and has 25 years of experience in the philanthropic and nonprofit marketplace. He is responsible for NPT’s advanced gift planning and major gifts, business development and institutional relationships.

While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.

Higher equity values and client activity pushed up the major custodian’s revenue in the second quarter, despite significant headwinds.

Advisors should emphasize the role sector funds play in a diversified portfolio when it comes to specific sector holdings, an expert says.

The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.