10 Steps to Consider When Forming a Planned Giving Advisory Council

Published on September 25, 2024

Harness the expertise and influence of external professionals to strengthen a charity’s planned giving program.

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Vestmark Partners with BlackRock on Custom Model Portfolios

September 25, 2024
The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

Merrill, Harvest Volatility Management Pay $9.3M to Settle SEC Charges Over Excess Fees

September 25, 2024
The two firms are in hot water over sales of Harvest’s “Iron Condor” strategy that resulted in $5 million in excess management fees and commissions.