Latest Issue Cover
Home » Financial Advisor Magazine » October 2024
Past Issues

October 2024

The High Cost Of Luring Business

by

With up-front money for job-hopping advisors hitting highs, advisory firms are finding new ways to compete.

Synthetic Equity, The Sugar Substitute

by

At a time real equity is becoming expensive, how do you share your firm's ownership?

How To Handle Clients' Election Anxiety

by

Elections make people nervous. But these five strategies will help you calm clients.

Under The Microscope

by

We're constantly looking at our own firm to consider what we do right and wrong.

The Link Between Giving And Wellness

by

Studies show that generosity can boost happiness and overall well-being.

High Earners Should Halt Pre-Tax 401(k) And IRA Contributions

by

We need to stop thinking about minimums when it comes to retirement plan distributions.

Facing Your Worst Critic: Yourself

by

When a professional in my online forum spoke about feeling imposter syndrome, it turned out she had company.

How Should Owners Cash Out Of Their Business?

by

These three exit strategies for entrepreneurs selling their firms present unique advantages and challenges.

Confronting The Reality Of Cyber Threats

by

A framework and cybersecurity protocols for wealth management firm CEOs.

A Sector Rotation Is Poised To Lead Rally

by

Why market leadership can move on from mega-tech stocks to more mundane sectors.

Are Managed Futures Really The Best Diversifier?

by

The Standpoint Multi-Asset Fund makes the case that they are.

How To Analyze Rollover Options At Retirement

by

Advisors break down the complex considerations when clients with a 401(k) leave the workforce.

Sell An Estate's Collectibles The Right Way

by

Understanding how to navigate this market is essential for wealth managers and their clients.

Demographics, Debt, The Dollar And Apocalyptic Assets

by

Here are answers to some of clients' most frequently asked questions.

Advisor Emporium

Path Digital Offering Crypto Model Portfolios To Advisors

by

Path Digital Advisors says it is in talks to offer its managed cryptocurrency portfolios to registered investment advisors.

Editor's Note

The War For Talent

by

Different firms are embracing different strategies and some like LPL Financial are recruiting very aggressively while others are far more selective.

Frontline News

Many Americans Willing To Sacrifice Extra Social Security Income

by

They fear not having enough savings and that Social Security could be depleted, a Schroders survey says.

The Pool Of Desirable Clients Is Shrinking, Kitces Says

by

Also, the costs to acquire new clients jumped 75% from 2021 to 2023.

Will Fed Rate Cuts Make Fixed Annuities Less Desirable?

by

Fixed annuity rates have already started to decrease in anticipation of Fed cuts, advisors say.

GAO Undercover Probe Finds 'Many Complex Conflicts' In Advisor IRA Advice

by

The DOL and IRS should crack down on conflicted advice, the government watchdog said.