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40 The Script Flips On Emerging Market Bonds The VanEck Emerging Markets Bond ETF shows the value of EM debt. By Jeff Schlegel
44 When Income Matters More Than Account Size Vanguard research found that focusing on income planning leads to better retirement outcomes. By Jennifer Lea Reed
49 Making Client Wealth Into A Family Bank The Wyoming dynasty trust allows family members to earn access to capital.
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60 4 Ways AI Is Changing Organic Growth For Financial Advisors AI lets every advisor become world-class in anticipating their clients’ needs. By Mark Gilbert
47 A Proactive Portfolio For Tax Management Tax awareness should be embedded in every investment decision from the start. By Erik Preus
Wealth Management
INVESTING
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Private Equity Tests Investor Patience Investors have looked to private equity for diversification, but they’ re facing longer lockup times for their investments. Christopher C. Williams
PORTFOLIO SPOTLIGHT
40 The Script Flips On Emerging Market Bonds The VanEck Emerging Markets Bond ETF shows the value of EM debt. By Jeff Schlegel
RETIREMENT PLANNING
44 When Income Matters More Than Account Size Vanguard research found that focusing on income planning leads to better retirement outcomes. By Jennifer Lea Reed
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40
ESTATE PLANNING
49 Making Client Wealth Into A Family Bank The Wyoming dynasty trust allows family members to earn access to capital.
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By Salvatore M. Capizzi
Should You Ever Be Your Client’ s Power Of Attorney? Sometimes you’ re asked to be more involved with a client’ s affairs than you want to or should be. By Steve Garmhausen
PARTING SHOT
60 4 Ways AI Is Changing Organic Growth For Financial Advisors AI lets every advisor become world-class in anticipating their clients’ needs. By Mark Gilbert
TAX PLANNING
47 A Proactive Portfolio For Tax Management Tax awareness should be embedded in every investment decision from the start. By Erik Preus
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I & WI ®, CFP ® and CFFP ® CE credit exams are on page 56.
CE exams are online at fa-mag. com / ce _ center.
2 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2026 WWW. FA-MAG. COM