Investments & Wealth Institute: The Philanthropy-Minded Advisor: A Bridge to the Next Generation

InvestmentNews: In periods of volatility, don’t lose sight of clients’ long-term goals

FWR: Deals Of The Day: The Latest In Wealth Management M&A – Foundation Source, Giving Place

FA: Foundation Source Buys Software Platform Giving Place

TNPT: DAF Giving Keys Foundation Source Acquisition Of Giving Place

FA: Foundation Source Acquires Software Platform Giving Place

FA: The Great Values Transfer