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Morgan Stanley’s Skrynecki: Helping families with more questions than answers

September 26, 2014 | Runtime: 2:44

Michael Skrynecki was honored by Invest in Others with the 2014 Catalyst Award for helping launch a foundation focused on a disease that many people are unaware of, Wiscott-Aldridge Syndrome. He explains how giving is more than just writing a check.

Hanson McClain’s McClain: A hand up not a hand out

September 26, 2014 | Runtime: 2:50

Giving sometimes means finding a new solution for an old problem. Patrick McCLain was honored with Invest in Others’ Community Service Award for his work with the Sacramento Food Bank. Check out his innovative approach.

Raymond James’ Ray: Helping globally and locally

September 26, 2014 | Runtime: 3:36

Children’s World Impact began as an effort to break the cycle of orphans globally, but now Tyson John Ray, Invest in Others’ 2014 Global Community Impact Award winner, is beginning to look for ways to help locally too.

CFP Armstrong: A lifetime of giving

September 26, 2014 | Runtime: 3:02

Often people that need financial planning the most can't afford it. Alexandra Armstrong, the Invest in Other Lifetime Achievement Award Winner, created the Foundation for Financial Planning because it connects advisers with those that need help most.

Community Leadership Award Winners: Where are they now?

September 26, 2014 | Runtime: 4:13

After being honored by Invest in Others, these honorees have not stopped their charitable efforts. Check out how these winners continue to help.

Phillips-Gaines: Building bridges out of poverty

September 26, 2014 | Runtime: 2:17

People in poverty aren’t needy or deficient, they are survivors, according to Lynn Phillips-Gaines. The 2014 Volunteer of the Year says that she wants to launch more programs in Mississippi to help people help themselves.

Morningstar's Johnson: Why the term 'smart beta' needs to be kicked to the curb

September 18, 2014 | Runtime: 3:29

Using the term 'smart' to describe strategic beta funds sets a level of expectation that they may not be able to meet all the time, according to Ben Johnson, director of passive funds research at Morningstar Inc.

BlackRock's Koesterich: Now is the time to rethink your bond holdings

September 17, 2014 | Runtime: 3:04

Russ Koesterich, BlackRock’s chief investment strategist, lays out the big themes advisers should focus on when evaluating their clients’ bond portfolios.

Michael Conway: What pro football clients really need

August 29, 2014 | Runtime: 2:07

One of the secrets for landing highly sought pro football players and other professional athletes as clients is to be ready when they’re available, according to Michael Conway, chief executive of Conway Wealth Group at Summit Financial Resources.

Wells Fargo's Jacobsen: The secret to using alts in a balanced portfolio

August 29, 2014 | Runtime: 3:14

Alts used to be the playground for the super-rich. Now that they’re more affordable, how should advisers be using these products? Brian Jacobsen of Wells Fargo Funds Management explains.

 
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