We all know that $84 trillion will transition to the next generation of clients and charities over the next 20-30 years. But what does that mean at the end of the day for you and your practice?
The independent Registered Investment Advisor (RIA) model is a game changer from day one. And if you're looking to start your transition, this whitepaper combines more than 35-years of our experience so you can clearly see the road ahead. Download it here.
The independent Registered Investment Advisor (RIA) model is a game changer from day one. And if you're looking to start your transition, this whitepaper combines more than 35-years of our experience so you can clearly see the road ahead. Download it here.
Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.
Inspired by two lessons his mother taught him when he was a child, the President and CEO of The American College of Financial Services has a passion for giving — and helping others give — that runs deep.
Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.
