Strategic Giving: How Direct Indexing Could Enhance Charitable Contributions

Published on November 25, 2024

Generosity knows no season. But as the year-end holidays approach, many of your clients may be thinking about making a charitable donation or increasing their charitable giving.

Continue reading on website
Other news

Active ETFs Offer Tax Perks, Too

November 25, 2024
Actively managed ETFs are among the fastest-growing products in the broader ETF space.

Summit Stakes Three RIAs With $420M in Assets

November 25, 2024
The deals with Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning are part of the Summit Growth Partners initiative and bring it to 16 strategic investments this year.