American College Launches Donor-Advised Fund Training Program

Published on January 2, 2025

The inaugural set of in-person education sessions will be held in Dallas in April.

       
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RIA to Pay $115K Fine Over Custody Rule Violations

January 2, 2025
Driftwood Advisors failed to timely distribute audited statements to investors in pooled vehicles it advised, the SEC states.      Related StoriesSocial Security Has Faced Peril Before. What Can We Learn?Treasurys See Hoped-For Rally Fizzle in Another Lagging YearBank Bull Run Seen Thundering Onward

BlackRock, PGIM Add to Buffer ETF Lineups

January 2, 2025
These funds, also known as defined outcome ETFs, now have nearly $50 billion in assets.