Philanthropy

The right debt strategy can help clients make better decisions with capital allocations.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

For many, walking away from their firm is ‘like selling their baby.’

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

A clinic at the University of Georgia has offered free advice through a variety of methods for almost a decade.

Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.

These works of nonfiction and fiction can provide inspiration for better practice management and client services.