Invest in Others

Congratulations to Mark Casady on being named Wealth Solutions Report's 2026 Person of the Year.

Throughout his career, Mark has helped shape the evolution of wealth management, from advancing advisor independence during his tenure at LPL Financial to helping drive innovation, organic growth, and AI adoption through Vestigo Ventures and FMG. His leadership has had a lasting impact on advisors, firms, and the broader financial services industry.

At Invest in Others, we are proud to recognize amazing leaders. Congratulations, Mark, on this well-deserved honor.

Read more about his professional story and his connection to Invest in Others in our latest post: https://lnkd.in/gcn-gmZc

What does independence really mean and why is financial freedom such a critical part of it?

Our latest story explores the powerful themes behind "We Do Declare: Women’s Voices on Independence," an oral history project from the Smithsonian American Women’s History Museum that highlights how generations of women have pursued economic power, opportunity, and self-determination.

Among the many remarkable voices in "We Do Declare" is Alexandra Armstrong, a long-standing leader in the financial advisory profession and the first-ever Lifetime Achievement Award winner from Invest in Others.

From access to capital and financial education to conversations about legacy and opportunity, financial empowerment has ripple effects that extend far beyond money alone.

At Invest in Others, we believe stories like these remind us that financial guidance is deeply human work and that helping people achieve greater independence can change lives and communities for generations.

Read the full story here: https://lnkd.in/g8S2TWQe

Five years later, the impact continues to shine. ✨

Our latest Advisor Impact Update revisits STAR Kids and the lasting difference that dedicated volunteer leadership and community support can make over time. It’s a powerful reminder that meaningful service creates ripple effects far beyond a single moment.

Read the story and more about Maureen Kerrigan: https://lnkd.in/gERCeh6u

This May, we’re proud to recognize RBC Global Asset Management for their generous support of this Advisor Impact Update series of stories. Grateful for their commitment to highlighting the extraordinary ways financial advisors and nonprofit leaders are strengthening communities and changing lives through service.

Thank you to RBC Global Asset Management for setting a powerful example of what it means to lead with purpose.

National Mental Health Awareness Month takes place every May, serving as an important reminder to prioritize mental wellbeing, reduce stigma, and foster meaningful connection and support.

One powerful way to support mental health? Volunteering.
Our latest post explores the connection between volunteering and mental wellbeing, and how giving back can help reduce stress, create purpose, strengthen relationships, and positively impact both individuals and communities.

For financial advisors and professionals alike, volunteering can be a meaningful way to use your skills and compassion to make a difference while also supporting your own wellbeing.

At Invest in Others, we are proud to spotlight individuals who are creating impact through service and inspiring others to do the same.

Read the full story here: https://lnkd.in/enRPdrgF

How has volunteering positively impacted your life?