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Contents
June 2022
36
COVER STORY
Is The Great Asset Shift For Real ?
FA asked investment specialists how they ’ re shuffling portfolios in a high-interest-rate world . By Christopher Robbins and Jennifer Lea Reed
In Every Issue
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Editor ’ s Note |
14 |
Advisor Emporium |
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CE Tests |
Columns 20
23 25 27 30
The Big Picture Rates Return To Reality By Evan Simonoff
Advisor Marketing Have A Tale To Tell By Susan Theder
Financial Life Planning Personal Principles with Investing ( Part 2 ) By Mitch Anthony
Charitable Planning Helping Clients Align Their Assets And Values By Jeffrey D . Haskell
Next Chapter What Do The Top Advisors Do ? By Steve Gresham
Frontline
10 How The New IRS 10-Year Plan May Affect Wealthy Clients
11 39 % Of Home Shoppers See A Seller ’ s Market , BofA says
12 IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts
13 Betterment Agrees To Pay $ 9M To Settle SEC Charges
PHOTOGRAPHY ON THE COVER AND THIS PAGE VIA GETTY IMAGES JUNE 2023 | FINANCIAL ADVISOR MAGAZINE | 1