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The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

Wealth Management

From roles in student government and charitable organizations to positions on sports teams, he has consistently stepped up to guide others. Related: The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle Leadership has been a constant theme in Jordan’s life.

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Key Considerations of AI in Asset and Wealth Management

Wealth Management

Related: AI and Ethics: A Double-Edged Sword for Wealth Management The use of AI can expose individuals’ sensitive information to heightened risks. This could include chatbots that are offered as client assistants, predictive modeling for a particular client or family office or even drafting tools used to create content for clients.

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IRS Clarifies Rules on Foreign Grantmaking for Private Foundations

Wealth Management

The Foundation did its due diligence in reviewing all governing and organizational documents and is aware of the foreign organization’s activities due to having overlapping board members.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Include Environmental, Social, and Governance (ESG) investing in portfolios Investors today are growing mindful of the impact their decisions can have, not just on their own financial futures but also on the world around them. Moreover, apart from ethics, ESG investing also makes financial sense.

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3 Stocks in which Govt Pension Fund acquired fresh stake in Q1FY26 to keep an eye on

Trade Brains

The Government Pension Fund Global is Norway’s sovereign wealth fund, aimed at securing the country’s long-term financial health. Known for its transparency, ethical investing principles, and vast asset base, it is one of the world’s largest and most influential investors. With a market capitalization of Rs 5,273.97

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

Environmental, Social, and Governance (ESG) investing is on the rise and is expected to grow in the coming years If you have not already considered ESG investing , 2025 might be the year to give it a serious look. That kind of pressure ensures companies prioritize ESG governance and ethical practices.

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

Family structures, governance, income streams, diversification. The future of wealth management belongs to those who can blend data with meaningful conversations, strategy with heart, and ethics with empathy. We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations.