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Should Your Client Form a Foundation, a Donor-Advised Fund, or Both?
Barrons.com· 5 hours agoBEST PRACTICES When helping high-net-worth and ultrahigh-net-worth clients formalize their giving...
D-FW auto dealers shift gears after ransomware attacks disrupt operations
Dallas Morning News· 3 hours agoCar dealerships across Dallas-Fort Worth and the United States are handling business the...
Traveling This Summer? Boost Your iPhone's Battery Life With 2 Easy Hacks
CNET· 2 hours agoIt doesn't hurt to bring a portable charger; but even if you have a power bank, you probably want to...
Are There Any Mutual Funds Left That Are Better Than ETFs?
Barrons.com· 8 hours agoBEST PRACTICES Given how fear and greed affect stock prices, it can feel rare to witness financial...
CDK Attack Shows Value of SaaS Contingency Planning
Dark Reading· 1 hour agoThe nationwide impact of a cyberattack on CDK Global last week has focused attention on the need for organizations to have robust contingency plans when...
5 Best Practices For Managing A Multigenerational Workforce
Forbes· 1 day agoFor the first time ever, organizations are employing a truly multigenerational workforce. One reason...
Car dealerships in North America revert to pens and paper after cyberattacks on software provider
San Francisco Chronicle· 2 hours agoCar dealerships in North America are still wrestling with major disruptions that started last week...
Former LPL Broker Suspended After Allegedly Emailing Client Data to His Wife
Barrons.com· 3 days agoBEST PRACTICES Regulators have suspended a former LPL broker in Florida for allegedly...
Wealth Management Is Growing. 3 Stocks That Stand to Benefit the Most.
Barrons.com· 3 hours agoRetail investors are not only engaged in markets; they are increasingly sophisticated and seeking...
Motion Picture Association Hires 4th Highest-Ranking FBI Official to Lead Anti-Piracy Team
The Wrap via Yahoo News· 49 minutes agoLarissa Knapp, a 27-year Bureau veteran, started out handling intellectual property and cybercrimes...