December 29, 2023
Encouraging Generosity in Uncertain Times: An Interview with Dr. Russell James
If you want to be challenged, surround yourself with people who are smarter than you. Russell James…
December 29, 2023
WealthManagement.com: Are Your Clients’ Kids Prepared for Their Inheritance?
If not, that's on you. The latest Nuveen Wealth Inheritor Research Study has been attracting lots…
December 14, 2023
Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up.
September 21, 2022
WealthManagement.com: Discussing Philanthropy With Clients During Difficult Times
As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on…