Latest Issue Cover
Home » Financial Advisor Magazine » December 2023
Past Issues | Next Issue

December 2023

10 Traits Common To Successful Future RIAs

by

Successful advisory firms will have to do these 10 things to thrive.

Top 5 Advisor Marketing Ideas For 2024

by

Keep these things in mind when you're planning to show your firm to the world.

A Look At Private Equity's Imperative

by

Private equity is now in the driver's seat at many RIAs.

Meeting The Needs Of Givers

by

To help philanthropic clients, you need the right mindset, skills and resources.

When Cash Cows Become Loss Leaders

by

As more people retire, you're going to have to be a different kind of advisor.

What Future Clients Really Want

by

Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

From Riches To Rags

by

A former Morgan Stanley advisor may have cracked the code on how to keep pro athletes out of bankruptcy.

Crypto Comes In From The Cold

by

How crypto might have gotten through its nasty winter.

Is It Time For Dividend Stocks?

by

Many experts are bullish about sectors that have been out of favor.

The Changing Face Of ETFs

by

Active asset managers increasingly see them as a way to keep their customers.

The Stunning Resilience Of Emerging Markets

by

Contrary to many analysts' expectations, emerging markets have not spiraled into a debt crisis.

This Go-Anywhere Fund Goes Places

by

The 30-year-old FPA Crescent Fund has made money across different market cycles.

Using Guardrails For The 4% Rule

by

After Morningstar came up with a new number in 2021, two divergent opinions about the safe withdrawal rate have now reconciled.

America's Top 1% Don't Make As Much As You Might Think

by

Income inequality is still a huge problem, but it hasn't been growing as quickly as some statistics indicate.

Breaking Binary Patterns Of Problem-Solving

by

Our patterns of thinking can lead to self-destructive cycles. Here are some ways to break them.

Advisor Emporium

ProShares Rounds Out Crypto ETF Lineup

by

ProShares introduced its sixth cryptocurrency-linked ETF to fill out its suite of similarly styled products.

Editor's Note

We're The Lucky Ones

by

When one looks around the world, it's easy to see why so many people want to come here.

Frontline News

CFP Board Will Reveal More In Its Disciplinary Measures

by

The board will publish the full case histories of sanctioned individuals.

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

by

The looming sunset of some 2017 tax reforms is starting to figure into tax planning.

New Fiduciary Rule Targets Onetime Rollovers

by

The rule would cut “junk fees” and provide billions in savings, the agency says.

Consider These Year-End Tax Moves For Business-Owner Clients

by

Business owners should prepare now for the sunsetting of provisions of the 2017 Tax Cuts and Jobs Act.