COVER STORY

AI Wars: The 2025 RIA Survey

The heads of some of the biggest RIA firms discuss the rapid change about to overtake their industry. By Eric Rasmussen

The Big Picture Foreign Equities And Value Taking Lead By Evan Simonoff

Advisor Marketing Smart Marketing Moves For This Summer By Susan Theder

Charitable Planning How To Unite Families With Foundations By Gillian Howell

Frontline

9 RIAs Overtake Indie Insurance Agents In Annuities Sales Growth

10 Income Adjustments Can Soften Medicare Surcharges

11 Nearly Two-Thirds Of Recent Home Buyers Have Regrets About Their Purchase

12 Active ETFs Outnumber Index ETFs For The First Time

IMAGERY ON THE COVER AND THIS PAGE VIA GETTY IMAGES JULY / AUGUST 2025 | FINANCIAL ADVISOR MAGAZINE | 1