FA Magazine March 2023 | Page 5

In Every Issue
Columns 18
20 22 24 26 28

Contents

March 2023

36 6

COVER STORY
Financial Planning For Couples Who Totally Disagree
When a couple ’ s attitude toward money differs , financial plans often fail . There are ways to restore unity and save the plan . By Ben Mattlin

In Every Issue

Editor ’ s Note
16
Advisor Emporium
60
CE Tests
Columns 18
20 22 24 26 28
The Big Picture Markets And Asset Plays Reverse Directions By Evan Simonoff
Advisor Marketing Five Pages Every Website Must Have By Susan Theder
Financial Life Planning Clients Now See What They Paid For By Ross Levin
Charitable Planning 4 Common Mistakes In Charitable Giving Conversations By Hannah Shaw Grove
Tax Advisor Are Extended RMDs A Gold Mine Or Tax Trap ? By James G . Blase
Next Chapter Pick Up The Phone To Your Future Self By Steve Gresham
Frontline
9 Rising Interest Rates Can Benefit Trust Transfers
10 Can ChatGPT Replace Advisors ?
12 FSI Fears DOL Will Force IBDs To Become RIAs
14 LPL Advisors Can Now Off-load Accounts To Company
PHOTOGRAPHY ON THE COVER AND THIS PAGE VIA GETTYIMAGES . COM MARCH 2023 | FINANCIAL ADVISOR MAGAZINE | 1