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INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
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.
The Week in Digital Wealth (12/20/22)
By Chris Robbins
‘Tis the season for tech news!
This week in digital wealth, we have a number of...
The Taylor Report (12/13/22)
I want to believe. I really do. No, not in Santa Claus but rather all the happy, optimistic, forward-looking economic chatter. But, alas, I just can't. Inflation in the US, came in "lighter" then estimated BUT 7% is NOT good.
Publisher Notes For 12/14/22
Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education. We also review OCIOs and dig into the latest fintech news of the week. READ UP!
Advisor Tech Talk (12/13/22)
By Chris Robbins
There were a number of important advisor technology announcements this week ahead of the end-of-year holidays.
Carefull announced that it...
The Week in Digital Wealth (12/13/22)
By Chris Robbins
As the weather turns cold, the news in digital wealth continues to heat up.
In banking...
Top 5 VC Deals of the Week in Digital Wealth (12/13/22)
As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a...
FINTECH CORNER: Why Client Advisory Boards are Key to the Future of Fintech
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
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...
The Taylor Report (12/6/22)
One more "shoe" to drop? Real estate. I know, gotta get that house now, right? Ah, no. Be ready, be smart and be prepared. Bear markets can (and will) get very nasty.