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Author

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Gretchen Goode

  • Head of Trust and Wealth, SS&C Innovest

Meet Gretchen

Gretchen's Insights

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June 12, 2025

The evolving role of custodians in modern wealth management.

By: Gretchen Goode

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April 3, 2025

Significant tax law changes are coming, and they could impact how your clients approach charitable giving.

By: Gretchen Goode

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March 13, 2025

Leverage technology to deepen client relationships and preserve family legacies.

By: Gretchen Goode

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August 24, 2023

Charitable giving strategies, approaches, and planning create tremendous opportunities for win-win outcomes.

By: Gretchen Goode

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