APRIL 19, 2019

EQUITIES

Is Direct Indexing Really The Next $100-Billion Financial Advisor Opportunity?

Vijay Vaidyanathan

ETFs disrupted mutual funds by offering something a little bit better. Now ETFs face disruption because direct indexing offers several new features that make them much better.

FULL ARTICLE

PHILANTHROPY

Giving in the Last Third of Life

Bruce DeBoskey

Here's a look at the benefits of philanthropy for clients over age 65.

FULL ARTICLE