Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Getting Better Outcomes With Crypto and Other New Products
By Chip CastilleWhen clients ask about Bitcoin and ESG, advisors must explain how they can help attain investment goals.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 29, 2022
Nearly Half of Families Earning $100K or More Lack an Estate Plan: SurveyMany respondents said they thought they weren't wealthy enough to need one.
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
March 03, 2022
How to Jump Into Pro Bono Financial PlanningHere are details on ways the FPA helps advisors volunteer their time and expertise to aid underserved and at-risk individuals and families.
March 01, 2022
How to Attract Next-Gen Talent: Kate HealyThe industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."
February 24, 2022
Family Offices Need Succession Planning Advice: SurveyEconomic and social disruption are leading family office executives to adjust their approaches, BNY Mellon Wealth Management found.
February 22, 2022
Demand for Estate Planning Booms Among MillennialsThree-fourths of millennials surveyed have completed a will-based estate plan, a new study has found.