How Charities Decide to Keep, Surrender or Sell Donated Life Insurance

Published on March 18, 2025

A life settlement may be an overlooked option.

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GCM Grosvenor Continues Its Push into Wealth Channel

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The asset manager has formed a joint venture led by a former Blackstone exec to create a distribution platform focused on RIAs, IBDs and family offices.

The Road to Exchange: Featuring Neil Bage

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Head of research at VettaFi, Todd Rosenbluth interviews Neil Bage, the co-founder of Shaping Wealth about his upcoming workshop "Building a human-centric wealth culture" at the Exchange conference.