10th Annual INVEST IN WOMEN CONFERENCE

April 2025 • www. fa-mag. com

The Monte Carlo Merry-Go-Round

Do models make advisors too cautious?

Is The 60 / 40 Back?

The managers at the George Putnam Balanced Fund say it never went away.

KNOWLEDGE FOR THE SOPHISTICATED ADVISOR

Sandwich Generation And Then Some

What if longevity means more generations living together in retirement?

FA ' s 2025 IBD REVIEW & RANKING

IBDs are in a good position to capitalize on an advisor population in flux.