Advisor News
-
July 2023 Professional Advisor Connections
Jul 17, 2023
Read our July 2023 Professional Advisor Connections newsletter for professional advisors. In this issue, we share a story about Dan Byles-Smith, a certified public accountant and financial planner who works…
Continue reading -
December 2022 Professional Advisor Connections
Jun 14, 2023
Read our December 2022 Professional Advisor Connections newsletter for professional advisors. In this issue, we share an update on the Buffalo Together Community Response Fund, established in the wake of…
Continue reading -
Article: The Future of Family Philanthropy
Dec 14, 2022
Family philanthropy is a way to carry on a family's name and legacy. In a time of complicated transitions and historical opportunities, philanthropic families are reflecting on their purpose, pace,…
Continue reading -
July 2022 Professional Advisor Connections
Jul 30, 2022
Read our July 2022 Professional Advisor Connections newsletter for professional advisors. In this issue, we share an update on the Buffalo Together Community Response Fund, established in the wake of the…
Continue reading -
How Charitable Planning Helps Retain Clients
Jun 7, 2022
Click here for an article you may find helpful when considering strategies for strengthening client relationships.
Continue reading