What do the World High Wire Championships have in common with DEI initiatives? Let's examine the fine balance between managing DEI legal risk and the benefits of DEI https://lnkd.in/eWp7hMJy
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Turn IRA assets into charitable contributions Estate & Giving New legislation may affect your philanthropic strategy. Donations are more crucial than ever. https://lnkd.in/eMbHhMc8
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The new DOL fiduciary rule is 500 pages. The biggest fight will come down to how agents – independent and captive agents – are regulated. https://lnkd.in/euD-wRFH
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Discover key insights about strategic giving, courtesy of Nicole Hisler, director of charitable solutions at Raymond James Trust. https://lnkd.in/esZ3JDbw
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America’s economy has dodged a recession, but it is not out of the woods yet. Three possible dangers for 2024 stand out https://lnkd.in/e5PyMDAC
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The proposal that has been much anticipated by the retirement investing and insurance sectors has been known as the “fiduciary rule” or more recently as the “retirement security” rule ... to retirement savings strategies and the right to work ... https://lnkd.in/eRb4qBHC
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