45 The Risk Score Isn ’ t Everything There ’ s a better way to construct portfolios than scoring risk tolerance . By James Montier , Martin Tarlie and Matt Kadnar
47 The ‘ Secret Sauce ’ For Helping The Ultra-Wealthy Advisors need branding , new services and a secret sauce to deliver them , said experts at INSITE 2024 . By Jennifer Lea Reed
50
51 This Micro-Cap Fund Generates Big Returns The Oberweis Micro-Cap Fund builds its portfolio via behavioral finance . By Jeff Schlegel
54 Preventing Second Home Dreams From Becoming A Nightmare New costs and aggravations have put people off buying a second property . By Ben Mattlin
56 A Crucial Window For Estate Planning Exemption amounts under the Tax Cuts and Jobs Act are set to expire , making now an essential time for clients to revisit their estate plans . By Daniel F . Rahill
64 Look Out : Here Come The Sovereigns The stake sold by Fisher Investments to the Abu Dhabi Investment Authority might be a harbinger of things to come . By Mark Hurley
Wealth Management
INVESTING
45 The Risk Score Isn ’ t Everything There ’ s a better way to construct portfolios than scoring risk tolerance . By James Montier , Martin Tarlie and Matt Kadnar
PRIVATE WEALTH
47 The ‘ Secret Sauce ’ For Helping The Ultra-Wealthy Advisors need branding , new services and a secret sauce to deliver them , said experts at INSITE 2024 . By Jennifer Lea Reed
50
Insurance For The Ultra-Wealthy ’ s Protection And Growth Private placement life insurance offers benefits as an investment vehicle . By Jim Carroll and Andrew Mescon
47
51
PORTFOLIO SPOTLIGHT
51 This Micro-Cap Fund Generates Big Returns The Oberweis Micro-Cap Fund builds its portfolio via behavioral finance . By Jeff Schlegel
REAL ESTATE
54 Preventing Second Home Dreams From Becoming A Nightmare New costs and aggravations have put people off buying a second property . By Ben Mattlin
ESTATE PLANNING
56 A Crucial Window For Estate Planning Exemption amounts under the Tax Cuts and Jobs Act are set to expire , making now an essential time for clients to revisit their estate plans . By Daniel F . Rahill
PARTING SHOT
64 Look Out : Here Come The Sovereigns The stake sold by Fisher Investments to the Abu Dhabi Investment Authority might be a harbinger of things to come . By Mark Hurley
56
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 60 .
CE exams are online at fa-mag . com / ce _ center .
2 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2024 WWW . FA-MAG . COM