Invest in Others

We’re proud to announce a new collaboration between Invest in Others and the Association of African American Financial Advisors - Quad-A, designed to amplify, celebrate, and inspire the charitable work of Black financial advisors.

Through this initiative, Invest in Others will award a one-time $5,000 grant to a nonprofit organization championed by a Quad-A member. The selected financial advisor and nonprofit will be recognized at Quad-A’s Annual V.I.S.l.O.N. Conference, taking place September 10–12, 2026, in Washington, D.C., where our Leadership Council member Barrett D. Wragg, CFP® will participate as a speaker.

This initiative reflects our shared commitment to advancing leadership, expanding representation, and celebrating the powerful ways financial professionals make a difference beyond their practices.

Read more: https://lnkd.in/g6xmVhGy

Congratulations to Mark Casady on being named Wealth Solutions Report's 2026 Person of the Year.

Throughout his career, Mark has helped shape the evolution of wealth management, from advancing advisor independence during his tenure at LPL Financial to helping drive innovation, organic growth, and AI adoption through Vestigo Ventures and FMG. His leadership has had a lasting impact on advisors, firms, and the broader financial services industry.

At Invest in Others, we are proud to recognize amazing leaders. Congratulations, Mark, on this well-deserved honor.

Read more about his professional story and his connection to Invest in Others in our latest post: https://lnkd.in/gcn-gmZc

What does independence really mean and why is financial freedom such a critical part of it?

Our latest story explores the powerful themes behind "We Do Declare: Women’s Voices on Independence," an oral history project from the Smithsonian American Women’s History Museum that highlights how generations of women have pursued economic power, opportunity, and self-determination.

Among the many remarkable voices in "We Do Declare" is Alexandra Armstrong, a long-standing leader in the financial advisory profession and the first-ever Lifetime Achievement Award winner from Invest in Others.

From access to capital and financial education to conversations about legacy and opportunity, financial empowerment has ripple effects that extend far beyond money alone.

At Invest in Others, we believe stories like these remind us that financial guidance is deeply human work and that helping people achieve greater independence can change lives and communities for generations.

Read the full story here: https://lnkd.in/g8S2TWQe

Conversations about philanthropy and charitable giving are becoming an increasingly important part of the advisor-client relationship, and for good reason.

Today’s clients are looking for guidance that goes beyond investment performance and financial planning. They want to align their wealth with their values, create meaningful impact, and involve family members in conversations about legacy and purpose.

That’s why we’re excited to share this thoughtful article from Rethinking65, authored by Invest in Others Board member Thomas North,CFP, ChFC, CFS, exploring how the advisor’s role is evolving alongside clients’ giving priorities.

As charitable planning becomes more integrated into holistic wealth management, advisors have a unique opportunity to deepen relationships, build trust across generations, and help clients make informed, values-driven decisions about their giving strategies.

This is no longer a side conversation; it’s an essential part of understanding what matters most to clients and helping them define the impact they want to have on their communities and the world around them.

Read the article to learn more: https://lnkd.in/gFKXfAZ3

Five years later, the impact continues to shine. ✨

Our latest Advisor Impact Update revisits STAR Kids and the lasting difference that dedicated volunteer leadership and community support can make over time. It’s a powerful reminder that meaningful service creates ripple effects far beyond a single moment.

Read the story and more about Maureen Kerrigan: https://lnkd.in/gERCeh6u

This May, we’re proud to recognize RBC Global Asset Management for their generous support of this Advisor Impact Update series of stories. Grateful for their commitment to highlighting the extraordinary ways financial advisors and nonprofit leaders are strengthening communities and changing lives through service.

Thank you to RBC Global Asset Management for setting a powerful example of what it means to lead with purpose.

As AI continues to reshape the financial advice industry, one thing remains irreplaceable: trust.

In her latest Q&A thought leadership piece for Financial Advisor Magazine, Invest in Others Board Chair Meghan Peachey explores why charitable engagement and community involvement are becoming an even greater differentiator for financial advisors in an increasingly AI-driven world.

From volunteerism and board service to philanthropic leadership, advisors who give back demonstrate the human values clients continue to seek in trusted relationships. As technology advances, purpose, empathy, and authentic connection will matter more than ever.

We’re proud to see Meghan highlighting the power of philanthropy to strengthen both communities and advisor-client relationships.

Read the full article here: https://lnkd.in/evB7Br_C

We were excited to recently meet Emily Jaffe, CFP®, CDFA® at the Savvy Ladies Volunteer Summit, where she was recognized as one of three nominees for the organization’s "Volunteer of the Year Award" and joined the event’s opening panel discussion on the power of volunteerism.

Emily’s story is a wonderful example of how financial advisors can use their expertise to help people move from feeling overwhelmed to feeling empowered, especially when it comes to financial confidence and decision-making.

Through her volunteer work with Savvy Ladies, Emily is helping women gain access to guidance, support, and resources that can truly change lives.

At Invest in Others, we love highlighting advisor stories like Emily’s because they demonstrate the unique impact financial professionals can make in their communities beyond their day-to-day work.

Read more about Emily’s inspiring journey here: https://lnkd.in/eSaZ7VYn

National Mental Health Awareness Month takes place every May, serving as an important reminder to prioritize mental wellbeing, reduce stigma, and foster meaningful connection and support.

One powerful way to support mental health? Volunteering.
Our latest post explores the connection between volunteering and mental wellbeing, and how giving back can help reduce stress, create purpose, strengthen relationships, and positively impact both individuals and communities.

For financial advisors and professionals alike, volunteering can be a meaningful way to use your skills and compassion to make a difference while also supporting your own wellbeing.

At Invest in Others, we are proud to spotlight individuals who are creating impact through service and inspiring others to do the same.

Read the full story here: https://lnkd.in/enRPdrgF

How has volunteering positively impacted your life?

We had the pleasure of meeting Jayeeta Choudhury, CFP®, CDFA® at the Savvy Ladies Volunteer Summit last week, and from the moment she shared her story, we knew it was one worth sharing.

Jayeeta's journey, from navigating her own first-generation experiences to helping others build confidence and financial empowerment, is a powerful reminder of the impact one person can make through service, mentorship, and community support.

At Invest in Others, we see this every day: financial advisors make incredible nonprofit volunteers because they bring empathy, problem-solving skills, strategic thinking, and a deep desire to help others build stronger futures. Whether serving on boards, mentoring individuals, teaching financial literacy, or helping organizations grow sustainably, advisors have the ability to create lasting change far beyond their day jobs.

Jayeeta’s story is inspiring not simply because of what she has accomplished, but because it shows how personal experiences can become a catalyst for helping others thrive.
We hope her story encourages more advisors to ask themselves: How can I use my own experiences, skills, and passions to make a difference in my community?

Read Jayeeta’s story here: https://lnkd.in/ePMP2BFU

We’re proud to announce that Amanda Connaughton, CFP® has been named the recipient of the 2026 Savvy Ladies Volunteer of the Year Award and an Invest in Others grant in recognition of her extraordinary commitment to financial empowerment and pro bono service.

As a dedicated volunteer with Savvy Ladies, Amanda has helped women navigate critical financial decisions with compassion, expertise, and confidence-building support.

Through the Savvy Ladies Free Financial Helpline, she exemplifies the powerful impact financial professionals can have when they use their skills to serve others.

At Invest in Others, we are honored to celebrate advisors like Amanda who lead with purpose and demonstrate how volunteerism can transform lives and strengthen communities.

Congratulations, Amanda, on this well-deserved recognition and thank you for the meaningful difference you continue to make every day.

Read more here: https://lnkd.in/e-yz6wsr