27 How Do You Attract , And Keep , Next-Gen Talent ? Comprehensive training is key . By Hannah Moore
29 You ’ ve Been Breached — Now What ? You have to take several immediate and thoughtful actions after a cyberattack . By Mark Hurley and Steven Ryder
37 The Case For Active Management The dispiriting forecasts of lower returns mean it could be time for active managers to shine . By Jennifer Lea Reed
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43 How Trump Can Hit Growth Targets Donald Trump ’ s U . S . Treasury secretary pick has provided a policy North Star . By Glenn Hubbard
45 Using Investors ’ Quirks To Find Value Joe Huber ’ s behavioral investment approach has been a winner for the Huber Select Large Cap Value Fund . By Jeff Schlegel
48 When Roth Conversions Make No Sense While Roths have their benefits , sometimes switching is a bad idea . By Ben Mattlin
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52 The Challenge To Insure Lavish Homes Not all insurers are on board with your client ’ s desire for expensive homes in desirable locales . By Jennifer Lea Reed
60 The Personal And The Digital You ’ ll need a little of both in the future to connect with clients . By Joseph F . Coughlin
Business Management
YOUR BUSINESS
27 How Do You Attract , And Keep , Next-Gen Talent ? Comprehensive training is key . By Hannah Moore
TECHNOLOGY & OPERATIONS
29 You ’ ve Been Breached — Now What ? You have to take several immediate and thoughtful actions after a cyberattack . By Mark Hurley and Steven Ryder
Wealth Management
INVESTING
37 The Case For Active Management The dispiriting forecasts of lower returns mean it could be time for active managers to shine . By Jennifer Lea Reed
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An Expanding Category Of ETFs Built To Limit Taxes New funds are using a section of the tax code to transfer assets without a tax hit . By Ron DeLegge
Where Are The Best AI Investing Opportunities ? The AI revolution presents opportunities to capitalize on long-term growth . By Todd Ahlsten
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INVESTING
43 How Trump Can Hit Growth Targets Donald Trump ’ s U . S . Treasury secretary pick has provided a policy North Star . By Glenn Hubbard
PORTFOLIO SPOTLIGHT
45 Using Investors ’ Quirks To Find Value Joe Huber ’ s behavioral investment approach has been a winner for the Huber Select Large Cap Value Fund . By Jeff Schlegel
RETIREMENT PLANNING
48 When Roth Conversions Make No Sense While Roths have their benefits , sometimes switching is a bad idea . By Ben Mattlin
2 | FINANCIAL ADVISOR MAGAZINE | JANUARY / FEBRUARY 2025 WWW . FA-MAG . COM
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RILAs Are Still Breaking Sales Records Registered index-linked annuities have found fans among near-retirees who still seek growth potential from their assets . By Ben Mattlin
INSURANCE
52 The Challenge To Insure Lavish Homes Not all insurers are on board with your client ’ s desire for expensive homes in desirable locales . By Jennifer Lea Reed
PARTING SHOT
60 The Personal And The Digital You ’ ll need a little of both in the future to connect with clients . By Joseph F . Coughlin