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 ...

The start of a new year brings hope for longer days and motivation to make big changes. It's also the perfect time for advisors to broach deeper conversations with clients and ensure that they are on ...

Georgia Tech has selected the topic of its next Quality Enhancement Plan (QEP), a critical piece of the Institute’s reaffirmation of accreditation from the Southern Association of Colleges and Schools ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes. The IRS released initial details on Trump accounts, a new type of IRA for some ...

Personal financial advisers share perspective on creating a safe space where clients feel comfortable about sharing information crucial to a successful professional partnership. In this Journal of ...

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.

Urban and regional planning is a dynamic discipline that has evolved from traditional, top‐down approaches to embrace interdisciplinary and participatory methods. It integrates spatial analysis, ...