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Business Management
TECHNOLOGY & OPERATIONS
25 Is The New AI Cool For Wealth Management ? Here ’ s how advisors are already diving into the new generation of generative artificial intelligence applications . By Christopher Robbins Wealth Management
PRIVATE WEALTH
44 How To Succeed In Family Offices If you want to avoid problems with succession , it ’ s best to close the generation gap . By Hannah Shaw Grove & Russ Alan Prince |
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RETIREMENT PLANNING
49 Swapping Old Annuities For New Ones Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors . By Ben Mattlin5153 Stop Saving , Start Spending Some near-retirees should ditch the savings plan and drop serious cash on their dreams . By Jennifer Lea Reed
The Retirement Rules Have Changed In a volatile market , there are new ways retirees will want to seek income after they leave work . By Karen DeMasters
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PORTFOLIO SPOTLIGHT
46 Bank On It Fund manager Chris Davis says the stocks of the largest , best-of-breed banks are primed for upside . By Jeff Schlegel
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Chris Davis is the fund manager of the Davis Financial Fund .
PHOTOGRAPHY COURTESY OF DAVIS ADVISORS
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PARTING SHOT
60 The Silent Killer Lurking For Advisors Custodians and brokerdealers place the onus of cyber theft on advisors and their clients . By Mark Hurley & Carmine Cicalese |