PHILADELPHIA, Sept. 10, 2025 (GLOBE NEWSWIRE) – FinServ Foundation today announced a multi-year partnership with Financial Independence Group (FIG) to expand its efforts in developing the next generation of financial advisors and professionals. The collaboration underscores FIG’s ongoing commitment to building a stronger, more sustainable financial services industry by supporting internship programs, talent development initiatives, and providing access for more young professionals to industry conferences and FIG’s advisory firm clients.
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Trusts play a pivotal role in estate planning strategies. Read on to learn 4 common types of trusts clients may consider.
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Philanthropic giving for high-net-worth clients is integral to wealth strategies, but many times it can be overlooked. Here’s why philanthropy matters to HNW clients.