In Every Issue
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Contents
JANUARY / FEBRUARY 2024
36 8
COVER STORY
The Year Of Living Dangerously
Economists are trying to imagine scenarios in a world that keeps defying expectations . By Evan Simonoff
In Every Issue
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Editor ’ s Note |
16 |
Advisor Emporium |
56 |
CE Tests |
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The Big Picture The Joys Of Independence By Ross Levin
Advisor Marketing Showing Off Your Emotional Intelligence By Susan Theder
Financial Life Planning Messages And Conversations By Mitch Anthony
Charitable Planning Tech Comes For Philanthropy By Joe Mrak
Retirement Advisor Three Myths About Investing For Retirement By Allison Schrager
Next Chapter Don ’ t Be Afraid Of Annuities . Your Clients Aren ’ t . By Steve Gresham
Frontline
12 Two Social Security Do-Overs To Maximize Income
13 What Holds Clients Back From Annuities ?
14 Cambridge Launches $ 1.1B AUA Independent RIA Platform BridgePort
15 Crypto Tax Reporting Has Clients Confused , Advisors Say
PHOTOGRAPHY ON THE COVER AND THIS PAGE VIA GETTY IMAGES JANUARY / FEBRUARY 2024 | FINANCIAL ADVISOR MAGAZINE | 1