Amount - search results

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

By Chris Robbins As the weather turns cold, the news in digital wealth continues to heat up. In banking...

Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...

Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...

By Christopher Hamman Last week, the cryptocurrency space continued to spin from multiple institutional failures.  The Senate Committee on Agriculture will hold a hearing...

Friends, we had our Thanksgiving early this year and we're already "turkey'd" up!  We want to wish all of you a beautiful holiday with family & friends and express our gratitude for our wonderful community here at Digital Wealth News!  In the meantime...READ UP!

Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.

By Chris Robbins Oh what a week in digital wealth! In the realm of fintech and apps, State Street...

Friends, what a week of swirling energies we all just lived thru with the US elections & the FTX debacle.  Now we move on to a new week with a look at the fallout from the FTX story, market liquidity questions and more...READ UP!

Preparing for an audit can be a time-consuming, labor-intensive task itself, requiring large amounts of preparation and documentation before the auditors step on the premises.