The role financial advisors can play in philanthropy

Wednesday, September 25, 2013

Jim Coutre is featured in the Private Wealth Management section of the September 2013 issue of the CFA Institute Conference Proceedings Quarterly. His article, Doing Well by Doing Good: Improving Client Service and Increasing Philanthropic Capital looks at the role financial advisors can play in increasing philanthropic capital and is built upon his presentation at the 2013 Wealth Management Conference.