Wealth advisers know that clients with high net worth typically look to them for guidance on charitable giving. That’s why these professionals often start conversations about philanthropy — especially ...

Money is a sensitive topic for many, so event professionals must navigate the delicate balancing act of discussing a client’s budget with poise and respect. Doing so is the key to developing strong ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

We can’t all be rational all of the time. Sometimes people become fixated on unfeasible projects, sure-fire schemes that will deliver the moon on a stick. Sometimes, those bad ideas are in the heads ...

Sometimes therapists are more anxious than their clients. Many therapists are so terrified about making a fatal mistake and saying the wrong thing to their clients of color that when diversity ...

Donor-advised funds offer a huge opportunity for fundraisers, especially in shaky economic times like these: DAFs hold more than $243 billion that is already available to support nonprofits, according ...

When a latte in Manhattan can cost close to a lunch in San Antonio, for any customer, the concept of how expensive something is, and how much it should cost, can get murky. For many lawyers and ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions designed to power advisors and win for investors, today went live with a cutting-edge ...

Lawyers have historically stayed mum about the value of their work and the resources needed to perform it. But if they want to move away from the billable hour, that's going to have to change. When a ...