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Financial advisory firms are making charity more of a focus to bring in young investors.

Jan 06 2017

Financial advisory firms are making charity more of a focus to bring in young investors. (Hmmm—good idea!) Along with offering social impact investments, advisers are incorporating social good into the workplace to “deepen their relationships with Millennial clients and to retain and attract Millennial employees.” One firm, Level Financial Advisors Inc., is giving employees a paid day off to volunteer with a local Meals on Wheels program, and adopting children from the local Boys & Girls Club to send holiday gifts to. (The Wall Street Journal)