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37 Fishing In A Profitable Pond The Thornburg Investment Income Builder Fund knows where to find winners. By Jeff Schlegel
40 Why Some Advisors Are Big On Donor- Advised Funds The One Big Beautiful Bill could change the calculus for these giving vehicles. By Ben Mattlin
42 Retirement Planing Survey 2025 Clients worry about outliving their savings. But retirement is about more than that. By Jacqueline Sergeant
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51 New Law Changes Estate Planning But experts warn clients not to give up their survivorship policies. By Ben Mattlin
53 How To Legally Disinherit Family Members Business owners and wealthy clients wanting to protect their legacies need legal precision when it comes to their heirs. By Matthew Erskine
60 The Human Dividend There are things
Business Management
YOUR BUSINESS
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Who Gives Better Referrals: Accountants Or Attorneys? The key is finding the right person, not choosing between the professions. By Russ Alan Prince, Brett Van Bortel and Jerry D. Prince
Wealth Management
INVESTING
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Rick Rieder Fears Higher Rates Are Hurting Two-Tier Economy A Fed chairman candidate, Rieder laid out the case for lower rates at Schwab’ s annual conference. By Eric Rasmussen
2025: When ETFs Stopped Being‘ Passive’ The playbook for these funds has been rewritten by crypto and thematic strategies … and( of course) by active management. By Ron DeLegge
PORTFOLIO SPOTLIGHT
37 Fishing In A Profitable Pond The Thornburg Investment Income Builder Fund knows where to find winners. By Jeff Schlegel
TAX PLANNING
40 Why Some Advisors Are Big On Donor- Advised Funds The One Big Beautiful Bill could change the calculus for these giving vehicles. By Ben Mattlin
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RETIREMENT PLANNING
42 Retirement Planing Survey 2025 Clients worry about outliving their savings. But retirement is about more than that. By Jacqueline Sergeant
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Retirement Plan Strategies For 2026 Advisors can help clients navigate a web of recent changes. By Eric L. Reiner
Can A TIPS Strategy Replace The 4 % Rule?
A new report proposes using a low-cost stock index fund and Treasury Inflation-Protected Securities to ensure lifelong retirement income. By Ben Mattlin
INSURANCE
51 New Law Changes Estate Planning But experts warn clients not to give up their survivorship policies. By Ben Mattlin
ESTATE PLANNING
53 How To Legally Disinherit Family Members Business owners and wealthy clients wanting to protect their legacies need legal precision when it comes to their heirs. By Matthew Erskine
PARTING SHOT
60 The Human Dividend There are things
algorithms still can’ t do for advisory clients. Only you can. By Scott Winters
2 | FINANCIAL ADVISOR MAGAZINE | DECEMBER 2025 WWW. FA-MAG. COM