July / August 2025 • www. fa-mag. com
Does Pro Bono Work Pay Off?
The next wave of advisors want their firms to help those in need.
Should Clients Pay Off Their Mortgage?
Sometimes, it’ s better to hold on to the debt, advisors say.
KNOWLEDGE FOR THE SOPHISTICATED ADVISOR
ESOPs: No Fables Here
Here’ s why business owners like employee stock ownership plans.