There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss this in February’s Hot Takes, along with:

  • Buying Clients
  • Why we were wrong about Cetera
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.