Post Retirement Conference 2015 – photo gallery

Advisers support philanthropy, but 60 pc never raise it with clients

Advisers support philanthropy, but 60 pc never raise it with clients

The launch of a national program to support advisers on structured giving addresses four major reasons they say they stay quiet: a lack of training, fear of the client's reaction, uncertainty about their best interests duty, and the hit to their own fee base.

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