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McKinsey Estimates Advisor Shortage of 100,000 by 2034 McKinsey Estimates Advisor Shortage of 100,000 by 2034

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Estate Planning

Review of Reviews: Strings Are Attached: Shining a Spotlight on the Hidden Subsidy for Perpetual Donor Limits on Gifts Review of Reviews: Strings Are Attached: Shining a Spotlight on the Hidden Subsidy for Perpetual Donor Limits on Gifts

byAlexandra P. Brovey

Apr 17, 2024

3 Min Read

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Estate Planning

Charitable Giving Trends: A Brief Overview Charitable Giving Trends: A Brief Overview

byAlexandra P. Brovey

Sep 18, 2023

6 Min Read

All from Alexandra P. Brovey

Cryptocurrency’s Estimated Draw on World Resources Could Power Bangladesh

Philanthropy

Qualified Appraisal Requirement for Donations of Cryptocurrency

Jan 25, 2023

1 Min Read

byAlexandra P. Brovey, Senior Director, Gift Planning

Estate Planning

Charitable Giving Trends

Sep 21, 2022

6 Min Read

byAlexandra P. Brovey, Senior Director, Gift Planning

Philanthropy

Gallery: Six Reasons People Make Charitable Gifts

Oct 8, 2013

6 Slides

byAlexandra P. Brovey, Senior Director, Gift Planning

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Larry Restieri and Bob Oros Hightower

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Hightower CEO Bob Oros To Step Down

Feb 11, 2025

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Industry News & Trends

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Featured WMIQ Research

Wealth Managers and RPA Advisors

Why convergence is coming and what it means.

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Estate Planning in a New Political Era: The 2025 Playbook
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Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
Feb 25, 2025
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WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination
Feb 20, 2025
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Building Connections with Affluent Women Clients
Mar 4, 2025
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