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Top Three Takeaways of Family Foundation Endowments

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Morning Memo

JANUARY 20, 2022

PHILANTHROPY

Top Three Takeaways: Family Foundation Endowments

Hannah Shaw Grove

We analyzed the endowments of more than 1,000 private, non-operating foundations with assets of less than $50 million over a two-year period.

HIGH NET WORTH

IRS Testing Fast-Track PLRs

Anna Sulkin

The 18-month pilot program is a reaction to the agency taking heat from practitioners for slow response times.

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INDUSTRY

Schwab CEO Sees Brokerage of the Future Looking More Like Uber

Annie Massa

Schwab CEO Walt Bettinger discusses the TD Ameritrade acquisition, the firm's relocation to Texas and the possibility of crypto trading.

RIA EDGE PODCAST

Wealthstream’s Michael Goodman on Building a $1BN RIA

Mark Bruno

Wealthstream's Michael Goodman discusses the keys to building a successful and consistently growing RIA.
Sponsored by Schwab Advisor Services

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