Financial advisors are helpers by nature. In addition to being naturally inclined toward altruism, those who work in this particular profession are also uniquely qualified to lend support to charities and non-profits beyond simply donating funds. 

Russell Investments believes practice management programs require a significant shift in focus to further drive advisor success. Here’s how they plan to do it.

Wall Street has a well-earned reputation for deep pockets, but less public attention is paid to how often the financial industry reaches into those pockets in the name of charity.

Typically, when we think about giving to charity, we think of all the lives we enrich by our support. What we sometimes overlook is how great it feels to do good. How can you make sure you get the most emotional benefit out of your charitable giving?

Don’t overlook the female spouse in a client relationship. She will likely inherit the assets before the next generation does.