Philanthropy

"Know your audience" is more than a mantra, it's key for planners looking to specialize.

Five ways to build a successful charitable planning practice.

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.