29 Half Of RIAs Are Unhappy With Their M & A Deals According to a survey of advisors who sold or joined their RIA firms within the past 10 years , half are dissatisfied . By Jerry D . Prince & Russ Alan Prince
32
45 The Case For Gold In A Fickle World The First Eagle Gold Fund has been a leader in its field for 30 years . By Jeff Schlegel
48 Helping Pre-Retirees Avoid Blunders Advisors can help those about to rock into retirement overcome common mistakes . By Eric L . Reiner
50
34 Spot Bitcoin ETFs Are Here ! Now What ? Crypto advocates have won a huge victory getting spot bitcoin ETFs to market . What does that mean for investors ? By Christopher Robbins
43 Private Credit Steals The Spotlight This $ 15 trillion asset class is growing fast and offering higher returns and less risk than private equity . By Jennifer Lea Reed
53 Resilient REITs Empty office space
60 A Return On Relationship By showing the power of compassion , you ’ ll have a loyal client for life . By Tina Powell
Business Management
YOUR BUSINESS
29 Half Of RIAs Are Unhappy With Their M & A Deals According to a survey of advisors who sold or joined their RIA firms within the past 10 years , half are dissatisfied . By Jerry D . Prince & Russ Alan Prince
32
Craft A Profile , Convert A Prospect Crafting better client profiles is the best way to drive prospects to work with you instead of your competitors . By John J . Bowen Jr .
29
PORTFOLIO SPOTLIGHT
45 The Case For Gold In A Fickle World The First Eagle Gold Fund has been a leader in its field for 30 years . By Jeff Schlegel
RETIREMENT PLANNING
48 Helping Pre-Retirees Avoid Blunders Advisors can help those about to rock into retirement overcome common mistakes . By Eric L . Reiner
50
The 4 % Rule : ‘ Neat , Plausible And Wrong ’ The rule just doesn ’ t jibe with the personal approach clients want . By Paul R . Samuelson
TECHNOLOGY & OPERATIONS
34 Spot Bitcoin ETFs Are Here ! Now What ? Crypto advocates have won a huge victory getting spot bitcoin ETFs to market . What does that mean for investors ? By Christopher Robbins
Wealth Management
INVESTING
43 Private Credit Steals The Spotlight This $ 15 trillion asset class is growing fast and offering higher returns and less risk than private equity . By Jennifer Lea Reed
43
REAL ESTATE
53 Resilient REITs Empty office space
has given real estate investment trusts a black eye . But the space offers opportunity . By Christopher Williams
PARTING SHOT
60 A Return On Relationship By showing the power of compassion , you ’ ll have a loyal client for life . By Tina Powell
50
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 56 .
CE exams are online at fa-mag . com / ce _ center .
2 | FINANCIAL ADVISOR MAGAZINE | JANUARY / FEBRUARY 2024 WWW . FA-MAG . COM