The Wealth Transfer $18 Trillion Philanthropy Opportunity

Bill Hortz's picture

[Donor-advised funds (DAFs), first created in the 1930s, have long been a cornerstone of philanthropic giving. However, they have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.

The ROI of AI in Financial Services

Bill Hortz's picture
[With the financial services industry rapidly implementing Artificial Intelligence (AI) technology, it has arrived at the key question of how firms can ensure they are maximizing AI’s value and return on investment (ROI)?

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