FA Magazine April 2025 | Page 3

Columns 12
14 16 21 23
In Every Issue

Contents

APRIL 2025

36

6
Columns 12
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2025 INDEPENDENT BROKER-DEALER REVIEW & RANKING
Independent Broker-Dealers Go Big
IBDs are in a good position to capitalize on an advisor population in flux. By Eric Rasmussen
The Big Picture The Monte Carlo Merry-Go-Round By Evan Simonoff
Advisor Marketing Using Tax Season In Your Marketing By Susan Theder
Financial Life Planning Who Are You Calling‘ Old’? By Mitch Anthony
Charitable Planning In Uncertain Markets, Focus On Client Values By Joe Mrak
The Long View Avoiding Missteps In Wealth Transfers By Stephanie Hughes

In Every Issue

Editor’ s Note
11
Advisor Emporium
60
CE Tests
Frontline
7 The Tax Advantages Of Hiring A Spouse
8 SEC Restructures, Fires Regional Directors
9 Dividend ETFs Make A Comeback
10 Annuities Industry Worries Retirement Tax Deferrals Are On Chopping Block
PHOTOGRAPHY ON THE COVER AND THIS PAGE VIA GETTY IMAGES APRIL 2025 | FINANCIAL ADVISOR MAGAZINE | 1