U.S. Trust Survey Finds Positive Trends in the Prevalence and Quality of Philanthropic Conversations Between Advisors and Clients

Thursday, July 19, 2018

TPI's Ellen Remmer was cited in MarketWatch's article, U.S. Trust Survey Finds Positive Trends in the Prevalence and Quality of Philanthropic Conversations Between Advisors and Clients.

The article highlights the U.S. Trust Study of the Philanthropic Conversation. Ellen Remmer, a senior partner with TPI, was quoted explaining, “The research results indicate that advisors’ understanding of their clients’ philanthropic needs is increasing. However, advisor misperceptions about clients’ motivations and barriers to giving persist. This may result in missed opportunities – for clients who may not be receiving the support they seek and for advisors who may be less able to deepen and retain client relationships.”

Read the full article here.