26 10th Annual Invest In Women Conference
30 Spreading Equity, Creating Value With a strong equity structure, advisory firms can keep their most talented professionals( and keep them engaged). By Scott Leak
32
34 What If Insurers Abandon Cyber Coverage? The list of exclusions is expanding while premiums rise. By Dustin Carlson
48 Alternatives In Bloom Turmoil in the public markets is coming at the same time access to private markets has increased. By Christopher C. Williams
51 60 / 40 Portfolio True Believers The George Putnam Balanced Fund has outperformed by sticking to the basics. By Jeff Schlegel
54 Social Security Solvency: Experts Sound Off Social Security reform could involve some form of privatization. By Evan Simonoff
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64 Could Retirement Last 60 Years? Advisor Sal Capizzi fears the day when it will be common to see three generations of clients living in retirement. By Jennifer Lea Reed
SPECIAL SECTION
26 10th Annual Invest In Women Conference
Business Management
YOUR BUSINESS
30 Spreading Equity, Creating Value With a strong equity structure, advisory firms can keep their most talented professionals( and keep them engaged). By Scott Leak
32
Why Traditional Advisor Prospecting Fails Today’ s Consumers There’ s a disconnect between advisors and modern investors. But there are strategies to build lasting trust. By Tom Anderson and Britton Lombardi
TECHNOLOGY & OPERATIONS
34 What If Insurers Abandon Cyber Coverage? The list of exclusions is expanding while premiums rise. By Dustin Carlson
Wealth Management
INVESTING
48 Alternatives In Bloom Turmoil in the public markets is coming at the same time access to private markets has increased. By Christopher C. Williams
48
51
56
PORTFOLIO SPOTLIGHT
51 60 / 40 Portfolio True Believers The George Putnam Balanced Fund has outperformed by sticking to the basics. By Jeff Schlegel
RETIREMENT PLANNING
54 Social Security Solvency: Experts Sound Off Social Security reform could involve some form of privatization. By Evan Simonoff
I & WI ®, CFP ® and CFFP ® CE credit exams are on page 60.
CE exams are online at fa-mag. com / ce _ center.
2 | FINANCIAL ADVISOR MAGAZINE | APRIL 2025 WWW. FA-MAG. COM
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The Slow March Of Annuities Into 401( k) s What are the structural barriers keeping annuities out of retirement plans? By Ben Mattlin
PARTING SHOT
64 Could Retirement Last 60 Years? Advisor Sal Capizzi fears the day when it will be common to see three generations of clients living in retirement. By Jennifer Lea Reed