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Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.
Client Relationships
Building My Practice: How to Reach Female Investors
The founder of Cathy Pareto and Associates Inc. provides advice for her peers who want to reach out to women.
Philanthropy
Incorporating Goodwill: Five Ways To Pay It Forward
If you’re thinking about a corporate philanthropy program at your company, luckily, some of the best ways to give back in your professional life are actually right in front of you.
Philanthropy
How CSR and Philanthropy Are Changing Financial Services
When asked how corporate social responsibility and philanthropy are changing the financial services industry, a number of executives overwhelming agreed: the industry is being changed for the better.
Leveraging Technology & Data
Technology Integration Turbocharges Advisor Productivity: Making Time for Clients
More than ever, advisors are relying on technology are relying on technology to help meet growing demands. This report will show you how advisors are using well-integrated technology platforms to boost productivity.
Philanthropy
Consumers and the Corporate Cause
Most companies are well aware of the benefits of a corporate philanthropy program. Not only do these programs have an incredible impact on the lives of those in need, but they also enhance employee engagement, increase retention, and improve morale.
Philanthropy
Perspectives on Philanthropy: Millennials At Work
With Millennials expected to make up 75% of the workforce by 2030, companies need to pay close attention to their corporate philanthropy programs.