Our Latest Stories - Page 17 of 21

Roy C. Jordan: Serving the Nashville Community

“My father and other mentors instilled in me the importance of a strong community,” said Roy C. Jordan, wealth management adviser with…

November 4, 2016

Michael J. Nathanson: Catalyst for a Cure

Michael J. Nathanson, CEO of the Colony Group in Boston, joined the board of the National Brain Tumor Society just in time…

October 29, 2016

Mary Lou Arveseth: Volunteering to Save Lives

Mary Lou Arveseth, designated supervisor for Financial Network in Draper, Utah, co-founded the Utah chapter of the American Foundation for Suicide Prevention…

October 26, 2016

Day of Service at the Grand St. Settlement

When we set out to plan a service project for our second annual Day of Service, we didn’t have to look very…

October 15, 2016

Celebrating the Generosity of the Financial Advice Industry

The tenth annual Invest in Others Community Leadership Awards Gala was celebrated this year on Thursday, September 29th at Cipriani 42nd Street in…

Group of people with Minds Matter banner

August 13, 2016

Where Are They Now? Andy Seth

Andy Seth has a very personal connection to his volunteer work with Minds Matter of Denver. “I was one of these students.…

July 5, 2016

Consumers and the Corporate Cause

Most companies are well aware of the benefits of a corporate philanthropy program. Not only do these programs have an incredible impact…

June 15, 2016

Where Are They Now? Lynn Phillips-Gaines

Lynn Phillips-Gaines is a Certified Financial Planner and Principal of Phillips Financial, an independent firm affiliated with Raymond James Financial Services, in Starkville,…

June 3, 2016

Today’s Hot Topic in Philanthropy: Women’s Economic Empowerment

One of President Barack Obama’s most lauded initiatives was the launch of “My Brother’s Keeper (MBK)” in 2014. The MBK Alliance dedicates…

May 24, 2016

Perspectives on Philanthropy: Millennials At Work

“Millennials want to work for a company that doesn’t just make money, but gives back to society,” said Dan Schawbel, founder and…

May 24, 2016

Where Are They Now? Stacy Francis

Financial advisor Stacy Francis believes financial instability should never determine a person’s fate, especially a woman’s. Growing up, Stacy saw firsthand how…

April 8, 2016

Where Are They Now? Rob Shick

For financial advisor Rob Shick, winning the Community Service Award at the 2015 Community Leadership Awards was particularly meaningful. “I was honored…

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