In Practice April 5th, 2024 Advisers Giving Back: Rickie Taylor A plan consultant finds himself mentoring a group of young, Black professionals, and now has an open-door policy to try...
Client Service March 26th, 2024 Advisers Giving Back: Mike Devlin and the Village of Tanyigbe A pension risk consultant’s volunteer trip to Africa turned into an impactful project for a small village in Ghana—and a...
Client Service February 23rd, 2024 Advisers Giving Back: Brad Holdhusen and the Father’s Club The Prime Capital Investment Advisors adviser discusses a grassroots organization to promote fathers’ involvement with kids and communities.
Publisher’s Note Why the Winners In May , we hosted our second annual PLANADVISER Industry Leader Awards; it was an evening honoring people across the...
Client Service June 23rd, 2022 Advisers Giving Back: Independent Financial Group David Fisher says IFG’s community has been good to him, his firm’s people and their families—so for him, an important...
Client Service May 26th, 2021 Advisers Giving Back: ProCourse Races for Financial Fitness In just three years of sponsoring a 401(k) Race for Financial Fitness, ProCourse Fiduciary Advisors has raised more than $100,000...
Client Service May 6th, 2021 Advisers Giving Back: 401k Plan Professionals Like many of their industry peers, the close-knit team at 401k Plan Professionals understands the importance of giving back and...
Client Service April 27th, 2021 Advisers Giving Back: Sean Patton Raised by his family to believe in the importance of giving back, Patton now leads various important efforts in the...
Client Service March 24th, 2021 Advisers Giving Back: A Big Year (and Day) of Giving for the CCF The CAPTRUST Community Foundation (CCF) raised almost $5 million in 2020, of which it donated a record $1 million, to...
Client Service February 3rd, 2021 Advisers Giving Back: The Barry Family John Barry says giving back has always been important to his firm and his family, though the means of doing...
Client Service January 25th, 2021 Advisers Giving Back: Gallagher and the Special Olympics Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting...
Client Service January 15th, 2021 Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap Providing Barron’s magazine subscriptions to graduate students at her alma mater is one way Rita Fiumara, a retirement plan specialist...
Client Service January 4th, 2021 Advisers Giving Back: Winfred Boyce Jr. Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the...
Client Service November 25th, 2020 Advisers Giving Back – Domenic DiPiero at Newport Capital Group The founder and president of the firm says giving back to the community is something he learned at home—and from...
Client Service November 18th, 2020 Advisers Giving Back: The Moneta Charitable Foundation A 150 mile bike ride for charity? No problem for the MCF.
Client Service November 11th, 2020 Advisers Giving Back: Ken Catanella and Challenger Baseball From the moment Ken Catanella, managing director at the Catanella Institutional Consulting Team of UBS, came across a Little League...
Client Service November 4th, 2020 Advisers Giving Back: James Betzig at TrinityPoint Wealth The Boys & Girls Club of Milford is especially close to his heart.
Client Service September 30th, 2020 Advisers Giving Back: Stephanie Hunt Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating...
Client Service September 23rd, 2020 Advisers Giving Back: Renee Scherzer at 401K Resources Two causes that are close to Renee Scherzer’s heart are helping with animal rescues and supporting children in crisis—though her...
Client Service September 1st, 2020 LeafHouse’s Charity Ride for CASA/GAL It’s no surprise that a charity fitness challenge involving cycling—and a great cause—quickly built momentum among advisers.