Philanthropy

Didi Dorsett, 2018 Pro Bono Award runner-up, uses analytical skills she learned in the military to offer financial advice at no cost.

The new executive will lead the development of the private bank’s philanthropy and family governance services.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.

2017 was a banner year for RIAs, but marketing, hiring and operations are seen as key to future growth, according to a Schwab study.

The best time to get hired to manage a billionaire’s money is while your firm is helping to create that fortune.

Members of Gen X and millennials seem to work harder to put their money where their mouths are.

Clients should not only check the fees, but also compare their after-tax returns.