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Today’s wealthy young donors aren’t satisfied with just spreading cash around; they want to make a measurable impact.

The Microsoft founder, who long thought Silicon Valley was left of center, is surprised by a significant right-of-center group.

The offer made in a recent government memo could greatly impact federal workers considering retirement, although that’s not why it was sent.

Financial literacy efforts can help women avoid developing paralyzing fear that often then spirals into inertia.

If your conversations about long-term-care costs and risks aren’t candid enough, you may not be getting through to clients.

It’s imperative that wealth managers discuss these topics to plan for clients’ resilience and growth. (By Mallon FitzPatrick)

If clients ask about having crypto in their retirement accounts, here are some talking points you can share with them.

Stanford's intro course covers topics such as valuing stock options and the role of venture capital, since many grads pursue careers in tech.

Large American banks and money managers still have to meet climate-risk demands in Europe, where they have substantial client bases.

As with generational wealth transfer, a well-planned nonfinancial legacy can leave clients and their families richer than they imagined.