Recognizes financial advisory firms that give back.
The Invest in Others Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees.
Submissions will be evaluated blindly by a panel of financial advisors based on criteria including leadership & culture, events & activities, incentives, contributions, and impact.
Not only is this a chance to tell us about your good works, but if recognized by Invest in Others, this is an incredible opportunity to bring credibility to your philanthropic programs through peer recognition, help improve employee morale, and also serve as a talking point with clients and prospective new hires.
To be eligible for consideration, firms must meet all of the following criteria:
- Must be in business a minimum of one year
- Have a minimum of three employees in the United States. All employees in your company should be included in your employee count, not just your financial advising department.
- Be a financial advice or wealth management firm providing direct financial advice to households or organizations. This includes registered investment advisers (RIA), those affiliated with an independent broker-dealer (IBD), a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA, and wealth management teams.
- Nominees must be in good standing with state and federal securities regulators.
Home offices and firms that support the financial advice profession are not eligible.
Questions? Please contact us and we will respond in a timely fashion.
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