Business
T. ROWE PRICE SURVEY FINDS CHARITABLE GIVING PLANNING CAN STRENGTHEN ADVISOR AND CLIENT RELATIONSHIPS
T. Rowe Price (NASDAQ-GS: TROW), a global asset management firm and a leader in retirement, 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 the study, 76% of investor respondents indicat
About this update from T. Rowe Price Group, Inc.
[{"type":"text","content":"Investors want more help from their advisors with charitable giving—and those who receive it report higher satisfaction, trust, and loyalty ","length":139,"tagName":"p","attribs":{}},{"type":"text","content":"BALTIMORE, Feb. 10, 2026 /PRNewswire/ -- T. Rowe Price (NASDAQ-GS: TROW), a global asset management firm and a leader in retirement, 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 the study, 76% of investor respondents indicate they want philanthropic guidance from their financial advisor, but only 36% say they receive it, signaling a significant opportunity for deeper engagement. Further, of investors receiving charitable giving support, advisor satisfaction is strikingly high – as 87% report higher satisfaction with their advisors, and the majority report higher trust and loyalty.","length":914,"tagName":"p"},{"type":"image","alt":"T. Rowe Price Logo (PRNewsfoto/T. Rowe Price Group)","displaySize":"","headline":null,"caption":"T. Rowe Price Logo (PRNewsfoto/T. Rowe Price Group)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":79,"url":"https://media.zenfs.com/en/prnewswire.com/231b4f42a99131e5fdbe46497fc2e5bd"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/K0zeE3ihHaqrYCFDVKJOsg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTEzOTtjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/231b4f42a99131e5fdbe46497fc2e5bd","width":400,"height":79}},"href":"https://mma.prnewswire.com/media/2595125/T_Rowe_Price_Logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":"The research summarizes qualitative and quantitative results from a national survey of 100 financial advisors, and more than 500 high-net-worth investors and high-income investors. The results shed light on how charitable giving motivations, behaviors, and unmet expectations are shaping the modern advice relationship.","length":319,"tagName":"p"},{"type":"text","content":"Key insights from the study include:","length":36,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Advis...