California was one of four states -- along with New York, New Jersey and Hawaii -- that required charities to provide a copy of their Schedule B, a form organizations routinely file with their federal tax returns that generally provides the names...

The policy allows student athletes earn money from activities like social-media posts and autograph signings.

Spoiler: lack of education and/or business savvy isn't among them.

Machine learning and artificial intelligence updates also play a role.

Envestnet plans an emphasis on financial planning in the coming year, including insurance, estate planning and lending services connected through MoneyGuide.

These vehicles are helpful to charities, donors and society.