Posted on 09/18/2018
Contributed by Investments & Wealth Institute Communications Department
As a wealth management professional you know the more money a client has, the more work it takes to maintain, preserve or grow those assets.
Posted on 09/11/2018
Non-profits, endowments and foundations have unique sets of challenges and goals in addition to abiding by differing sets of rules and tax codes. Seeing this gap in curriculum, a new online course, Endowments & Foundations Consulting, is now available from Investments & Wealth Institute® (formerly IMCA).