The financial advice industry comes together each year at the Invest in Others Awards Gala to celebrate the incredible ways that advisors and firms give back to their communities. Please save the date for our 11th annual Gala and join us as we continue to impact communities around the world.
Since our founding in 2006, Invest in Others has recognized 50 winners and 107 finalists, partnered with more than 140 charities, shared hundreds of inspirational stories, and donated over $2 million to causes that financial advisors and firms care so much about.
Mark Casady, Chairman and CEO of LPL Financial, and his wife, Julia, heard story after story of advisors’ overwhelming generosity and commitment to helping others. They were inspired to establish a public charity devoted to recognizing this valuable work and, in 2006, the Invest in Others Charitable Foundation was born. Mark served on our Board of Directors in the early years, where his vision and leadership were critical to the growth of the organization. Ten years later, Invest in Others is now the premier, industry-wide non-profit dedicated to recognizing, encouraging, and supporting the charitable work of financial advisors and the advisory industry.
Awards will be presented this year in seven categories:
• Community Service
• Global Community Impact
• Volunteer of the Year
• Lifetime Achievement
• Corporate Philanthropy – Advisory Firms
• Corporate Philanthropy – Financial Institutions