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.

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.

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.

Remember when flying for business or pleasure was actually something you looked forward to? When you could arrive within minutes of departure, stroll right up to your gate, sit in a comfortable seat with ample leg room, enjoy a free cocktail (or two, depending on your destination), eat a hot meal, and collect your bags quickly when the flight was over?

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.