Augmenting Advisor-Client Relationships With Charitable Giving

Published on February 17, 2026

Advisors can foster a stronger relationship with their clients through providing advice over charitable giving.

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11 Investment Must Reads for This Week (Feb. 17, 2026)

February 17, 2026
SMAs are expected to hit $5 trillion in assets this year with $200 billion in new net flows, according to FUSE Research. Morningstar explores how to use buffer ETFs in portfolios. These are among the investment must-reads we found this week for financial advisors.

Edward Jones Adds Cash Flow Optimization to Services

February 17, 2026
A new relationship with Moment gives the firm access to fixed income portfolio proposal tools and cash flow optimization capabilities.