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Stock impact report

Charitable giving planning emerges as a key differentiator in advisor-client dynamics [Wealth Professional (Canada)]

T. Rowe Price Group, Inc. (TROW) 
Last t. rowe price group, inc. earnings: 4/28 07:30 am Check Earnings Report
US:NASDAQ Investor Relations: trow.client.shareholder.com
Financial advisors may be overlooking a powerful way to strengthen client relationships and differentiate their practices: charitable giving planning. New research from T. Rowe Price points to a significant gap between what investors want and what advisors are delivering when it comes to philanthropy discussions. According to the findings, a large majority of high-net-worth and affluent investors say they would like guidance from their financial advisor on charitable giving. But only about one in three report that their advisor has actually raised the topic. This disconnect represents a missed opportunity, particularly given the strong positive outcomes reported by clients who do receive such advice. Investors who engage in charitable planning conversations with their advisors report higher levels of satisfaction, trust and loyalty. Many also say these discussions improve their overall perception of their advisor's value, reinforcing the idea that philanthropy planning can deep Show less Read more
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