Robert Smith, the founder of private equity firm Vista Equity Partners, first disclosed the gift in May during the graduation ceremony.
Amid a flurry of activity at XYPN, Michael Kitces explains how Schwab's own moves in turn boosted AdvicePay and why AI is (mostly) useless for advisors.
City Council members began hearings Monday on the proposed retirement plan, which would start in 2021.
Fight for the right to properly protect your clients after death.
This massive generation faces unique problems; here are some potential solutions.
The more money people have, the more they tend to have it in non-traditional assets.
Philanthropy plays a central role.
