Wealth Planning

“Current DAFs don’t do enough to actually help people give the money in the funds away,” says CEO and co-founder Adam Nash.

No wonder people don’t trust insurance companies.

Tremendous opportunities exist for those that adjust.

Foundations shift billions to donor-advised funds, skirting US laws requiring transfers to the needy, a Bloomberg analysis finds.

The SEC has warned that celebrities touting cryptocurrencies it deems securities need to make clear to investors if they’re paid for the backing.

Great American Life, which provides fixed indexed and registered index-linked annuities to some 50,000 retail advisors, is relinquishing the name back to its former parent and rebranding to MassMutual Ascend.