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Charitable giving rose 5.2 percent to reach a record $410 billion in 2017, according to Giving USA's annual report on philanthropy. The report found that giving was up due to the booming economy, rising stock market and giving to hurricane and wildlife relief efforts. ...
In Charitable Giving, Next-Gen Favors Impact Investing
According to a study released Tuesday by Fidelity Charitable, over 70 percent of millennials and Gen Xers have made an impact investment, compared to just 30 percent of baby boomers and older generations. The study, titled Impact Investing: At a Tipping Point?, provides context for those seeking to understand how charitable giving is shifting as younger generations are growing their wealth. ...
AdvisorEngine Revamps Its Back End and Is Staffing Up
AdvisorEngine, a cloud-based technology platform provider to advisory firms, announced improvements to its core back end systems Wednesday. Those firms using its white-label digital advice offerings should benefit from faster system performance across many features, including paperless client on-boarding, portfolio analytics, goals-based financial planning, performance reporting, trading and rebalancing, fee-billing, automated alerting and document sharing ... |
