Lauren Foster is a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.
Pop quiz: If your client wants to talk to you about effective giving strategies, are you equipped to handle the discussion?
If not, consider this: Wealthy clients are increasingly expecting their advisers to talk about philanthropy. According to the READ MORE ›
A few weeks ago, Daniel Kahneman, the Nobel prize-winning psychologist and pioneer of behavioral economics, wrote a fascinating article in The New York Times Magazine that examines the illusion of skill as it… READ MORE ›
With interest rates at record lows, wealth managers who serve charitably minded clients in the United States may want to take a closer look at the merits of a charitable lead trust, a vehicle that is sometimes referred to… READ MORE ›
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