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Charitable Giving in Retirement
Published on September 23, 2026
Where Congress might go next
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Other news
People Moves: Edelman Financial Engines Names Chief Retirement Officer
September 23, 2026
Also, Mercer Advisors appoints a chief platform officer, EP Wealth expands its leadership team, and Composition Wealth adds a general counsel and head of advisors.
Five Misconceptions About Donor-Advised Funds
September 23, 2026
Educated advisors can successfully use this vehicle