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Contents
June 2024
32 8
COVER STORY
The Business Of Financial Wellness 2.0
It ’ s about the journey , not the destination . By Steve Gresham and Suzanne Schmitt
In Every Issue
|
Editor ’ s Note |
14 |
Advisor Emporium |
56 |
CE Tests |
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The Big Picture
The Overhyped Move To Subscription Fees By Mark Hurley
Advisor Marketing
7 Quick Yet Powerful Marketing Tips By Susan Theder
Financial Life Planning
The Evolving Client Profile By Mitch Anthony
Charitable Planning
What Is Planned Giving ? By Craig Wruck
Frontline
10 Biden , IRS Take Aim At Wealthy ’ s Use Of Donor-Advised Funds
11 Vanguard Looks At Market Timing And Sees A Terrible Idea
12 Arizona Advisor Spearheads Tax Law That Aids Retirees
13 Inheritances Be Damned : Clients Want To Spend While They Can
IMAGERY ON THE COVER AND THIS PAGE VIA GETTY IMAGES JUNE 2024 | FINANCIAL ADVISOR MAGAZINE | 1