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IRS Clarifies Rules on Foreign Grantmaking for Private Foundations

Wealth Management

A, B and C would make grants, in turn, to organizations in the foreign country where the Foundation engages in, to promote projects related to the furtherance of education, the arts for individuals, including children and teenagers and, health, welfare and access for the elderly in economically disadvantaged communities.

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Social Media Marketing for Financial Advisors: A Masterclass

Midstream Marketing

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Get advice on creating content, such as combining educational and promotional posts, and using questions from clients. Many potential clients look online for information. Make a strong LinkedIn profile.

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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

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Smallcap stock skyrockets 15% after announcing strong Q1 results 

Trade Brains

It serves various clients such as foreign and domestic financial institutions, insurance companies, corporates, and individual investors, including high net worth individuals. Systematix Group aims to help its clients grow their businesses by offering a wide range of financial and investment products and services.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. They sent you out to clients very early on in your career, and you also got people management skills pretty early on. So let’s start with your background. I was a liberal arts major.

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Delivering What Many Retirees and Pre-Retirees Want: Just Advice

Wealth Management

Evan Cooper August 7, 2025 5 Min Read Advice-Only Network founder Eric Simonson Given the centrality of advice in the work of financial advisors, it’s ironic how peripheral advice has been in the economics of advice providers. Concept of digital social marketing.