Our Latest Stories - Page 6 of 22

Amanda Connaughton Named Recipient of the 2026 Savvy Ladies Volunteer of the Year Award and Invest in Others Grant

Recognition highlights the power of financial education, volunteerism, and purpose-driven leadership BOSTON, MA and NEW YORK, NY — May 19, 2026 — The Invest…

May 18, 2026

Savvy Ladies Volunteer Summit 2026: Watch the Full Day of Impact

The second annual Savvy Ladies Volunteer Summit on May 12, 2026, in New York City, brought together current and prospective Helpline volunteers…

May 15, 2026

Building Confidence, Community, and Change at the Savvy Ladies Volunteer Summit

On May 12, financial professionals from across the country gathered in New York City for the second annual Savvy Ladies Volunteer Summit,…

May 13, 2026

More Good Days, Together: How NAMI Metropolitan Baltimore Is Expanding Mental Health Support Across the Community

As Mental Health Awareness Month shines a national spotlight on the importance of emotional wellbeing, Invest in Others is proud to recognize…

May 4, 2026

Advisor Impact Update: RBC Global Asset Management’s Global Volunteer Week

At Invest in Others, we believe that meaningful impact extends far beyond financial guidance; it lives in the ways advisors and firms…

April 29, 2026

AI, trust, and the human edge: Why charitable engagement is a competitive advantage for advisors

In an era where AI is transforming every corner of financial advice, one question matters more than ever: what builds trust?In this…

April 23, 2026

Advancing Awareness, Empowering Families: Hope for the HPP Community

Since first engaging with Invest in Others in 2021, Amy Weinberger, Registered Representative, Green Earth Financial Professionals LLC, has become a powerful…

April 22, 2026

A Spotlight on Our Judges: Meet Melissa Kretschmer

Volunteerism has long been a cornerstone of strong communities, but in the financial advising profession, it carries an even deeper significance. Advisors…

April 20, 2026

Make Your Impact Go Twice as Far

Every day, financial advisors are doing more than guiding portfolios, they’re strengthening communities. They’re mentoring students, funding scholarships, supporting families in crisis,…

April 16, 2026

A Look Back: Invest in Others Alumni Advancing Financial Literacy

Years after being recognized by Invest in Others, our alumni continue to demonstrate that their impact extends far beyond a single moment…

April 15, 2026

Beyond the Balance Sheet: Celebrating Purpose on National Financial Advisor Day

On April 18th, National Financial Advisor Day offers a moment to recognize the professionals who help individuals and businesses navigate complex financial…

April 13, 2026

5 Reasons Financial Literacy Matters, and Why Financial Advisors Play a Critical Role

Financial Literacy Month is a timely reminder that understanding money isn’t just helpful, it’s essential. From budgeting basics to long-term investing, financial…

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