FEBRUARY 8, 2019

PHILANTHROPY

Twelve Tips For Responsibly Driving Private Foundations

Robert T. Napier and Beth L. Fox

Following the rules of the road will keep your client’s PF running smoothly and efficiently.

FULL ARTICLE

REGULATION AND COMPLIANCE

Maryland Introduces a Fiduciary Standard

Diana Britton

A new bill package includes a section establishing who are fiduciaries, including broker/dealers, broker/dealer agents, insurance producers, investment advisors, federally covered advisors and investment advisor reps.

FULL ARTICLE

TECHNOLOGY

TDAI LINC: Alexa Skills Bring Concerns About Accessibility, Security

Samuel Steinberger

Alexa skills and a virtual assistant are powerful tech improvements, but how will they impact advisors' jobs?

FULL ARTICLE

THE FUTURE OF WEALTH MANAGEMENT

INDUSTRY

Gen Z Could Be A Throwback for Wealth Managers

Sal Cucchiara

The industry will continue to evolve, but its core drivers will remain the same.

FULL ARTICLE