Finance News
A New Home for Past Contributions
What if your client wants to reclaim a gift to his alma mater because he does not like the ideological drift of the school?
By NB
Jan 30, 2024
Reflecting on the Recruitment and Retention of New Estate Planners
The upward trend in demand is great news for the field, but lack of supply is a concern.
By NB
Jan 30, 2024
Family Business Succession Concerns
Clients often fail to address succession planning in a comprehensive way because they’re wedded to preconceived notions of what should be done.
By NB
Jan 30, 2024