See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Charitable giving by the rich has almost bounced back to pre-crisis levels, and some $86 billion in bequests are expected over the next 10 years, according to a new report released Friday by Wealth-X and Arton Capital.
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Running a wealth advisory practice is complicated; advisors have to wear multiple hats, put in extra hours and manage more moving parts to stay competitive. So when they devote time to a cause by actually rolling up their sleeves and helping...
