Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

There's a new wave of entrepreneurs itching to take on the challenge of small business ownership, and they belong to a generation that many regard as uninterested in embracing the challenges of running a business — despite the fact that some of them include the founders of Facebook, Instagram, Tumblr, Spotify and countless other startups.

As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.

By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.

Our Head of Wealth Advisory David Murphy makes the case for 'emotional intelligence' and explains how our Why of Wealth survey proves the point.

Our head of wealth advisory sits down with ThinkAdvisor to share insights into what advisors should know when it comes to helping millennials and business owners fulfill their needs.

Our CIO Shannon Saccocia appeared on Bloomberg Daybreak to examine how retailers fared during this earnings season.

CIO Shannon Saccocia discuss whether investors should buy into the market rally on news of renewed trade talks with China.

One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.