In Every Issue
Columns 14
16 19 21
Contents
DECEMBER 2025
28
8
COVER STORY
Securing The Future Of Advice— Ron Bullis’ s Bet
The Lifeworks co-founder and CEO wants to replace independence
with interdependence. By Jennifer Lea Reed
In Every Issue
|
Editor’ s Note |
13 |
Advisor Emporium |
56 |
CE Tests |
Columns 14
16 19 21
Big Picture The Fight For NAPFA’ s Soul By Tracey Longo
Advisor Marketing How To Be Found In An AI World By Susan Theder
Charitable Planning An Advisor’ s Guide To 2026 Philanthropy Trends By Gillian Howell
The Long View Pinpointing The AI Bubble’ s Economic Fundamentals By William H. Janeway
Frontline
9 SEC To Put Advisor M & A, Alts In 2026 Exam Crosshairs, Former Regulator Says
10 Want An Advisor Job? Get New Skills, Says Deloitte
11 Advisors Need To Rethink Recruitment, Schwab / Amplified Report Says
12 74 % Of Institutional Investors Foresee Market Downturn In 2026: Natixis
IMAGERY ON THE COVER AND THIS PAGE COURTESY OF LIFEWORKS ADVISORS DECEMBER 2025 | FINANCIAL ADVISOR MAGAZINE | 1