In our previous blog post on the 2025 Heckerling Institute on Estate Planning, we highlighted the concept of purpose trusts, a conference topic involving unique planning and charitable opportunities.

More than 88,000 CFPs and thousands of financial advisors aiming to get the mark in the future have a new topic for study and continuing education: the psychology of financial planning. Processing ...

Financial planners are spending more time discussing supposedly non-financial topics with clients, and they're seeking more training in psychology, according to a new study. Processing Content ...

While raising the topic of planning with aging parents can be challenging for clients, having the conversation is sometimes necessary. This article provides suggestions about what to say and discuss.

Regulatory planning and development assessment encompass a coordinated suite of methodologies aimed at evaluating the impact, efficiency and equity of planning policies and regulatory interventions.