Community Newsletter: May Updates

Over the past month, our team stepped outside the day‑to‑day to connect, learn, and show up across conferences, community events, and moments that brought our people together.

BOSTON, MA

Our fourth annual industry scrimmage at Fenway was a great break from the day-to-day and a competitive matchup from start to finish. It was a good reminder of the value in stepping outside the day‑to‑day and connecting as a broader team.

BOSTON, MA

We volunteered with the YMCA of Greater Boston Community Food Access Club to help pack and distribute critical food supplies to families in need, because every family deserves a sense of stability.

NEWPORT, RI

Our Financial Planning Symposium consisted of a full day of insight, strategic growth, and meaningful connection along the coast. From visionary conversations about the future of financial planning and AI to an inspiring presentation from NYT bestselling author Steven Kotler, the event was a strong reminder of the value in stepping away to think differently and move forward with intention.