Your clients can maximize their giving by using foundations and donor-advised funds in tandem.

If Envestnet enjoys a wide swath of opportunities, it also faces a sea of competition, or “co-opetition,” as Todd refers to ...

When clients feel nervous, give them a calm place to return to—one that reinforces your perspective, not the news cycle. 3.

When direct lenders pitch private credit to pension funds and insurance firms, many tout its ability to beat public debt returns. But Dimensional Fund Advisors isn’t buying it.