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Visionary Voices

Tata Trusts

Location: Headquartered in Mumbai, India Mission: Tata Trusts is committed...Read More

Viken Mikaelian
July 2, 2025

Novo Nordisk Foundation

Location: Headquartered in Denmark Mission: The Novo Nordisk Foundation is...Read More

Viken Mikaelian
July 2, 2025
A cartoon image of three yellow figures standing on three green arrows pointing to a bullseye target. It illustrates the concept that financial advisors should form relationships with nonprofits.

Financial Advisors Should Befriend Nonprofits — Before Their Clients Do

As $84 trillion transfers from Baby Boomers to younger generations,...Read More

Viken Mikaelian
June 30, 2025
Financial advisor reading messages on smartphone disappointed at the news. Why should advisors embrace philanthropy? Because the Great Wealth Transfer is already happening.

Why Advisors Are About to Lose Their Best Clients

Advisors: You’re About to Get Fired: An $84 trillion wealth...Read More

Geoffrey Close
June 28, 2025
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