Topic highlights

Planning Charitable Gifts? Don’t Forget Non-Cash Contributions

When discussing what your clients might donate to charity, consider appreciated non-cash assets.

How to Effectively Reduce Risk in High-Net-Worth Investment Portfolios

Whether your clients' concerns are shifting market conditions or evolving risk tolerances, consider these strategies to help reduce risk and provide financial confidence.

College Planning: Help Parents Find the Best Fit

One tuition prepayment program offers almost 300 schools, from big names like Notre Dame and Princeton, to smaller schools that suit every interest.

Wealth-Transfer Planning Tips for Advisors: Cerulli

Advisors must establish stronger relationships with heirs of all generations to hold onto older client's wealth.

How to Get Clients to Look Closer at Their Finances

They can’t assume they’ll have enough money to retire if they don’t keep an eye on their investments. (By Bryce Sanders)

Sports Betting Is Coming to Missouri. A Fund To Help Prevent Problem Gambling Will Follow.

Around the U.S., smartphone-based betting is making it easier for people to get into deep gambling trouble fast, say public health experts.

Higher Education Widens the Gender Wealth Gap: DOL

Data and insights from the Department of Labor’s Women’s Bureau can help advisors better understand and serve female clients.

How Colleges Can Improve Life for Older Adults

By serving as an intergeneration hub, Stillman College, an HBCU, is helping seniors find solutions to several of their most pressing needs.  

Help Clients Unlock Career Longevity

With your encouragement and guidance, they can make the most of employer benefits, education tax credits and upskilling opportunities.

Why People Live to Be 100 (or Longer)

Healthy living accounts for about 70% of longevity until one’s 90s, after which favorable genetics dominate, concludes a long-running study.

Build Your Business for the Long Game

Founders with a two- or three-year vision are a dime a dozen, but many of them won’t be around much longer than that.

I’m Moving Forward and Facing the Uncertainty of Aging

The author of nearly 200 “Navigating Aging” columns reflects on what her sources have taught her as she considers her own plans..

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Judge Blocks Trump ‘Fork in Road’ Buyout Program

Even as the program was stayed, more than 60,000 federal employees have already accepted the buyout offer.

Keller to Retire as CFP Board CEO

The board announced today that Kevin R. Keller will retire as CEO, after serving nearly two decades as the organization’s leader.

Citi’s CEO Bucks Return-to-Work Trend

Citigroup CEO Jane Fraser is maintaining a hybrid work policy and believes it could be a competitive advantage.

Musk’s DOGE Agents Access Sensitive Government Personnel Data

The systems include a vast database with birth dates, Social Security numbers, appraisals, home addresses and more on government workers.

FPA’s CEO Dies of Cancer

The FPA’s chief operating officer will serve as interim CEO while the association begins its search for a successor.

Vanguard Announces Its Biggest Expense Ratio Reduction

The cuts across 168 mutual fund and ETF share classes will bring over $350 million in savings for investors.