By Steve Conley | Academy of Life Planning “The measure of wealth is not what you keep, but what you set free.” Recent research from Barclays Private Bank and Wealth Management has exposed a revealing truth about our industry.While 81% of high-net-worth (HNW) clients want advisers to raise the topic of philanthropy, only 33% have … Continue reading Closing the Philanthropy Gap: 10 Lessons for Holistic Wealth Planners →