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September 2023

Winning Clients On Social Media

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Cancel culture be damned. Some advisors are aggressively using social media to take on hot-button issues, including politics and activist investing.

The SEC Is About To Rock Your World

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The bar for cybersecurity compliance is about to get much higher.

Top 5 Marketing Trends In 2023

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Regulators and bots are both making their presence felt.

Engaging In The Legacy Dialogue

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Estate planning is about more than tax planning.

Making A Strong Giving Statement

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Mission statements are important for foundations, but they're most effective when allowed to evolve.

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

The Trimesters Of Retirement

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Don't be fooled by the early stages.

Married … With Finances

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Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?

Changing Of The Guard

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The time you start building a business is the time you must start thinking about how to get out.

Investing In AI Will Require Patience

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It may take years to reap rewards from investing in companies involved in the nascent technology.

Innovations On The Income Puzzle

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This D.C. advisor managed to cobble together a retirement plan for his client using covered calls.

Tax Managed Funds: Same As They Ever Were?

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When stocks start the year soaring like this, tax management becomes trickier.

Finding Gems In The Trash Heap

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The Pzena Emerging Markets Value Fund's deep-value approach has been a winner.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

Advisor Emporium

Cetera To Offer Affiliates Access To YCharts Platform

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Cetera Financial Group is now offering its affiliates access to YCharts, a cloud-based investment research platform for wealth advisors and asset managers.

Editor's Note

Advisors And The National Conversation

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It's easier to help affluent individuals insulate themselves from the world's troubles. But no one is an island.

Frontline News

Donor-Advised Funds Defy Giving Slump In 2023

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The sponsors of these vehicles say they have defied trends as inflation has hit donations.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

Bad Timing Cost Fund Investors 17% In Gains The Past Decade, Morningstar Says

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The timing of purchases and sales has caused investors to miss out on potential gains.