Client Service August 6th, 2020 Advisers Giving Back: Bruce Lanser at UBS During and after his daughter’s career as an elite speed skater, Bruce Lanser at UBS has been volunteering his time...
Client Service July 30th, 2020 Giving Back: Lessons in Mentorship from Soraya Morris Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and...
Client Service July 24th, 2020 Advisers Giving Back: Kelli Davis and CSi Advisory Services Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among...
Client Service June 29th, 2020 Advisers Giving Back: Brad Arends at intellicents The plight of rural community health care systems is a personal matter for the community in Albert Lea, Minnesota, and...
Advisers Giving Back An Asset to Society Celebrating the good works of advisers who give back to their communities.
Client Service June 2nd, 2020 Advisers Giving Back: Grant Arends at intellicents Some people are called to give back and invest in their local communities, while others are compelled to go farther...
Client Service May 28th, 2020 Advisers Giving Back: Attila Toth and Portfolio Evaluations Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and...
Client Service May 18th, 2020 Advisers Giving Back: Atlanta Retirement Partners As the firm’s founder, David Griffin, explains, retirement plan advisers have a particular skillset that can be very useful in...
Client Service April 8th, 2020 Advisers Giving Back: Pensionmark One charity program Pensionmark supports is Partners in Education, which pairs young people with mentors from the business community to...
Client Service March 30th, 2020 Advisers Giving Back: The Smarter Tomorrow Foundation Founded by Florida-based financial adviser Jason Chepenik, the Smarter Tomorrow Foundation is on a long-term mission ‘to give every kid...
Client Service March 20th, 2020 Advisers Giving Back: Peak Financial Group Now part of HUB International, the firm hopes to expand its giving to positively impact the lives of children in...
Client Service February 21st, 2020 Advisers Giving Back: The CAPTRUST Community Foundation Though its giving efforts are expansive, the CAPTRUST Community Foundation’s vision is singular: 'Plain and simple, we want to enrich...
Advisers Giving Back Advisers Offer Time, Money, Ingenuity Celebrating the good works of advisers who give back to their communities
Client Service January 22nd, 2020 Advisers Giving Back: SentinelCares and the Corporate Cup One of Sentinel’s many charitable engagements has directly benefited a little girl named Cora, the granddaughter of a longtime employee,...
Client Service December 24th, 2019 2020 Will Be Another Year of Adviser Philanthropy The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back...
Client Service December 19th, 2019 Advisers Giving Back: A Nationwide Network of Giving Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in...
Client Service December 3rd, 2019 Advisers Giving Back: Innovest’s Culture of Compassion Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver...
Deals & People October 8th, 2019 Advisers Giving Back: When People Need a Head Start After learning about the work of Head Start, George P. Fraser decided to provide financial education to parents of students...
Client Service September 24th, 2019 Advisers Giving Back: A Foundation That Spans the World Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care...