As the $29 billion RIA continues to acquire and integrate firms, it hopes to connect advisors with common interests to drive a bigger philanthropic impact. Plus, it’s good for business.
Silverleaf Wealth Management, which is affiliated with Gladstone Wealth Partners, a large enterprise of LPL, will use the capital to expand its services and fund M&A.
Join Foundation Source's Chief Legal Officer and Deputy Legal Officer who will clear up some common misconceptions and share the special considerations when making grants to individuals.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
