21 Can Pro Bono Work Pay Off? Smart RIAs count the ways that volunteering helps their business. By Christopher C. Williams
24
44 Finding Alpha In Mid-Cap Investing One fund’ s systematic approach makes it a top performer in its space. By Jeff Schlegel
47 The ESOP Story Is No Fable Employee stock ownership plans deliver real benefits. By Gerry Spitzer
49 Should Retirees Pay Off Their Mortgages? It Depends. Sometimes, it’ s better for them to keep the debt. By Ben Mattlin
52 Preventing Long- Term-Care Costs From Derailing Retirement Plans How can advisors better prepare retirees for such an overwhelming liability? By Ben Mattlin
54 Estate Planning Is Changing In 2026— Here’ s How Clients will want to act soon to get ahead of sunsetting estate tax provisions. By Mary P. Burns
60 The Goldilocks Issue On The Advisor Shortage Advisors’ should heed the Goldilocks story— serving the small, the large and the just right for our market today. By Jamie P. Hopkins and Victoria O’ Tool
Business Management
YOUR BUSINESS
21 Can Pro Bono Work Pay Off? Smart RIAs count the ways that volunteering helps their business. By Christopher C. Williams
24
Multi-Family Offices Surge In Popularity More families are seeking access to this kind of bespoke help. By Jerry D. Prince and Russ Alan Prince
Wealth Management
PORTFOLIO SPOTLIGHT
44 Finding Alpha In Mid-Cap Investing One fund’ s systematic approach makes it a top performer in its space. By Jeff Schlegel
TAX PLANNING
47 The ESOP Story Is No Fable Employee stock ownership plans deliver real benefits. By Gerry Spitzer
21
47
RETIREMENT PLANNING
49 Should Retirees Pay Off Their Mortgages? It Depends. Sometimes, it’ s better for them to keep the debt. By Ben Mattlin
INSURANCE
52 Preventing Long- Term-Care Costs From Derailing Retirement Plans How can advisors better prepare retirees for such an overwhelming liability? By Ben Mattlin
ESTATE PLANNING
54 Estate Planning Is Changing In 2026— Here’ s How Clients will want to act soon to get ahead of sunsetting estate tax provisions. By Mary P. Burns
PARTING SHOT
60 The Goldilocks Issue On The Advisor Shortage Advisors’ should heed the Goldilocks story— serving the small, the large and the just right for our market today. By Jamie P. Hopkins and Victoria O’ Tool
49
I & WI ®, CFP ® and CFFP ® CE credit exams are on page 56.
CE exams are online at fa-mag. com / ce _ center.
2 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2025 WWW. FA-MAG. COM