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Wealth Management Morning Memo

NOVEMBER 2, 2023

PHILANTHROPY

Philanthropists Are Pulling the Plug on Donations to Major Universities

Anna Sulkin Stern

Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give.

FULL ARTICLE

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PHILANTHROPY

Encourage Clients to Open DAF Accounts Before It’s Too Late

Ken Nopar

Twelve questions to stimulate interest.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The 2023 WealthStack Study

In partnership with BILL, SS&C Black Diamond and Sage Intacct

How technology is driving the growth of wealth management firms.

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FOCUSED ON THE FUTURE PODCAST

Kay Lynn Mayhue on Why Investing in Talent Is Key to a Firm’s Long-Term Success

Suzanne Siracuse

The president of Merit Financial Advisors discusses the the importance of cultivating top talent and creating a strong company culture.

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ALTERNATIVE INVESTMENTS

Bitcoin Rebound Fuels Renewed Interest in Crypto Investing

Claire Ballentine

Some financial planners are recommending clients buy the largest cryptocurrency — in moderation.

FULL ARTICLE
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