T. Rowe Price Survey Finds Charitable Giving Planning Can Strengthen Advisor And Client Relationships

T. Rowe Price has published a new white paper, “The Generosity Effect: Advisor Engagement in Charitable Giving Among High-Net-Worth and Affluent Investors.” As investors increasingly seek advice that goes beyond portfolio construction and performance, the new research highlights charitable giving conversations as an under-realized aspect of financial planning.  According to…