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AUGUST 23, 2021

PHILANTHROPY

The Importance of Time Horizons in Philanthropy

Olga Tarasov and Kalyah Ford

Help donors achieve greater strategic clarity and impact.

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REGULATION AND COMPLIANCE

The GME Short Squeeze: A Case For Adjusting Online Communications Monitoring?

Steve Brown

While policies may bar firm executives from discussing firm-related business in online forums, adherence is another matter.

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SPONSORED CONTENT

Rising Demand for Financial Planning

Sponsored by NaviPlan

34 percent of CFPs reported an increase in prospect inquiries.

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PROSPECTING

Why Client Prospecting Is a Marathon, Not a Sprint

Meghan McCartan

The journey from prospect to client requires building a lasting relationship.

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REAL ESTATE

Why Urban Commercial Real Estate is Here to Stay

Gio Cordoves

In spite of the pandemic, cities continue to hold appeal, especially for young people.

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