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.

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.

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

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.

High-net-worth millennials, Gen X, and baby boomers may all view wealth as a means of peace of mind and happiness, but the similarities stop there.

Our senior wealth adviser Kathleen Kenealy is listed in InvestmentNews 40 under 40.

Boston Private today released the "Why of Wealth", a comprehensive survey unveiling the psychological factors playing into how Americans interact with their wealth. This new report aims to unearth the emotional relationship we have with our finances: why we pursue wealth, how wealth makes us feel, what are the ‘costs’ of wealth, among others.

The relationship Americans have with wealth is a complex one. Paul Sullivan, Wealth Matters columnist at the New York Times looks at how we define wealth and the underlying factors that drive us.

NFI Corp., the global leader in high-performing printed graphic solutions, today announced its collaboration with Boston Private, a leading wealth management, trust, and private banking company headquartered in Boston, in championing a leadership program that places an emphasis on balance between professional and personal priorities.