In Every Issue
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Contents
JANUARY / FEBRUARY 2026
26
8
COVER STORY
The Productivity Trap Facing Young Advisors
Junior advisors are looking for credit and compensation as they build careers in businesses where the asset gathering has already been done.
By Jennifer Lea Reed
In Every Issue
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Editor’ s Note |
13 |
Advisor Emporium |
56 |
CE Tests |
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Big Picture The AI Boom Cuts Both Ways By Evan Simonoff
Advisor Marketing A Marketing Blueprint For An AI World By Susan Theder
Charitable Planning 5 Reasons to Offer Clients a Donor-Advised Fund By Gillian Howell
Frontline
9 SEC Warns: Marketing Rule Missteps Still Plague RIAs
10 Unexpected Expenses Are The Rule In Retirement, Not The Exception
11 California’ s Proposed Billionaire Tax Has Affluent Clients Rattled
12 Advisors Want AI They Can Trust And Control, Advisor360 Finds
IMAGERY ON THE COVER AND THIS PAGE VIA GETTY IMAGES JANUARY / FEBRUARY 2026 | FINANCIAL ADVISOR MAGAZINE | 1