Our Latest Stories - Page 16 of 21

Three Reasons Why Impact Investing is a Complement to Traditional Philanthropy

Though it has become a popular buzzword in recent years, impact investing is an ancient concept dating back to biblical times. In…

May 9, 2018

Three Ways Financial Advisors Can Make a Difference at a Nonprofit Organization

Financial advisors are helpers by nature: in fact, talk to any advisor about their chosen profession, and chances are they’ll tell you…

April 13, 2018

How Charitable is the Financial Industry?

Wall Street has a well-earned reputation for deep pockets, but less public attention is paid to how often the financial industry reaches…

June 21, 2017

Micro-Finance Philanthropy and Financial Advisors

If you’re looking for new and exciting ways to engage in philanthropic causes, there are some worthwhile opportunities to review in the…

April 21, 2017

Why It’s Important for Financial Services to Give Back

We can all agree that it’s important to give back to your community. Financial services executives tell us why the individuals and…

March 7, 2017

Where Are They Now? Grant Blindbury

Grant Blindbury, a partner at FMB Wealth Management in Westlake Village, Calif., is grateful for the attention Big Brothers Big Sisters of…

February 27, 2017

Incorporating Goodwill: Five Ways To Pay It Forward

Here’s the scenario: you’re doing great things at your company, making dreams come true for your clients, giving the best advice…

December 19, 2016

Adding Pro Bono Financial Planning to Your Practice

One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial…

December 14, 2016

Where Are They Now? Mary Bersot

As a finalist for the 2011 Volunteer of the Year Award, Mary Bersot genuinely believes in the power of many. “I am…

November 28, 2016

How CSR and Philanthropy Are Changing Financial Services

When asked how corporate social responsibility and philanthropy are changing the financial services industry, a number of executives overwhelming agreed: the industry…

November 22, 2016

Gerard Klingman: Lifetime Dedication to Best Buddies

The folks at Best Buddies have an audacious goal: to make it natural and normal to hire and be friends with people…

November 17, 2016

Michael Meltzer: Helping Children Around the World

Two friends leveraged their strengths six years ago and now hundreds of sick and neglected children in orphanages around the world are…

Get Involved

Help Grow Charitable Impact

Your support helps us amplify, celebrate, and inspire the charitable impact of financial advisors through grants and awards.

Give Today

News, Stories, and Insights

Help Grow Charitable Impact