The planner and the prof plotting a philanthropy revolution


Manage episode 278700240 series 1770453
By New Model Adviser Podcast. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Financial advice clients will be encouraged to give more money to charity via The Together Charitable Foundation (TCF) launched by Jarrovian Wealth CEO Graeme Price and Cass Business School professor Paul Palmer. TCF grants clients and their advisers control over where their money is given. Will it catch on? NMA editor Will Robins finds out how a 'DAF' could unleash the latent giving potential of so-called mass-affluent clients, who Palmer argues give proportionately less than both those more and less wealthy than they are.

130 episodes