Tagged: News

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Raymond James Taps Next CEO

Raymond James Financial announced Tuesday that Chief Financial Officer Paul Shoukry has been appointed president, effective immediately, and he is expected to become the firm’s next CEO sometime during fiscal 2025. Once the planned...

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5 Groups That Benefit From Donor-Advised Funds

What You Need to Know The accounts facilitate a wide range of philanthropic behavior. Donors know that they will receive the greatest tax benefit possible when contributing simple assets like cash or stock. DAFs...

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How Advisors Can Make a Difference for Aging Clients

Additionally, it is an advisor’s responsibility to immediately connect with a client’s spouse or designated “trusted contact” upon observing signs of declining mental capacity. While they might already be aware, family members often fail...