FA Magazine July/August 2023
July / August 2023 www . fa-mag . com
Here ’ s Looking At You , Retirement
Like certain movie lines , some people ’ s retirements will be improvised .
KNOWLEDGE FOR THE SOPHISTICATED ADVISOR
‘ Knock Yourselves Out ’
What if we told pre-retirees to go ahead and spend instead of save ?
Is AI Cool For Wealth Management ?
Advisors figure out how to make friends with machines .
A Lurking Threat
Will your custodian leave you on the hook for cybercrimes ?
FA ’ s RIA Survey & Ranking 2023