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In Every Issue
Contents
December 2024
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COVER STORY
Is The Dream Of A Florida Retirement Over ?
Advisors assess the aftermath of recent hurricanes on America ’ s favorite retirement destination . By Ben Mattlin
The Big Picture What Really Makes A Good Successor ? By Philip Palaveev
Advisor Marketing Talking Identity Theft And Tax Return Fraud By Susan Theder
Financial Life Planning Do You Have Three-Tool Players ? By Ross Levin
The Long View Business Models Of The Future By Evan Simonoff
Business Management
YOUR BUSINESS
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How Smaller Custodians Might Gain Market Share Four giants rule , but the ground beneath their feet is shifting . By Steve Garmhausen
In Every Issue
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Editor ’ s Note |
15 |
Advisor Emporium |
56 |
CE Tests |
Frontline
11 Roth Rollover Option Sparks Interest In 529 Plans , Survey Says
12 SEC To Target Reg BI Compliance , Hybrids And Hefty Fees In 2025 Exams
13 Will Trump Follow Through On His Promise To Lift The SALT Cap ?
14 Prepare Clients Who Are Pass-Through Investors For IRS Scrutiny , Advisors Say
IMAGERY ON THE COVER AND THIS PAGE VIA GETTY IMAGES DECEMBER 2024 | FINANCIAL ADVISOR MAGAZINE | 1