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...
Deals & People September 3rd, 2019 Advisers Giving Back: Teaching Financial Literacy Barbara Delaney, a principal at StoneStreet Renaissance LLC, teaches high school girls how to handle money.
Client Service July 30th, 2019 Time to Humbly Brag I am pleased to roll out a new PLANADVISER initiative that I think is long overdue: Advisers Giving Back.