30 Too Much Of A Good Thing This advisor used a charitable remainder unitrust to help a client unload company stock . By Karen DeMasters

32 Why The Ranks Of Women Advisors Are Finally Increasing Efforts by the CFP Board and others are finally paying dividends , experts say . By Tracey Longo

41 Benchmarking With Apples And Oranges If we ’ re benchmarking our clients ’ portfolios , the benchmarks should look like their actual portfolios . By Craig L . Israelsen

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50 Interest Rates Are Up . So Is It Time To Buy Annuities ? Annuities ’ payout rates are higher than they ’ ve been in years . Does that mean they give good relative value ? By Ben Mattlin

54 ^{A RILA-Roth} Combo Can Solve Longevity Risk ‘ Diversification ’ in retirement goes well beyond asset class , Allianz argues . By Jennifer Lea Reed

56 Spy Balloon Over Heckerling Our correspondent sends dispatches from the Heckerling 2023 estate planning conference . By Joseph B . Darby III

64 Can Clients Ever Have Enough Money ? We should transform the mindset of our clients so they realize there is enough for everyone , everywhere . By Steve Sanduski

46 Growth Is Back , And This Fund Could Be The Ticket The Fidelity Advisor International Growth Fund remains a strong performer . By Jeff Schlegel

30 Too Much Of A Good Thing This advisor used a charitable remainder unitrust to help a client unload company stock . By Karen DeMasters

32 Why The Ranks Of Women Advisors Are Finally Increasing Efforts by the CFP Board and others are finally paying dividends , experts say . By Tracey Longo

41 Benchmarking With Apples And Oranges If we ’ re benchmarking our clients ’ portfolios , the benchmarks should look like their actual portfolios . By Craig L . Israelsen

44

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44

50 Interest Rates Are Up . So Is It Time To Buy Annuities ? Annuities ’ payout rates are higher than they ’ ve been in years . Does that mean they give good relative value ? By Ben Mattlin

54 ^{A RILA-Roth} Combo Can Solve Longevity Risk ‘ Diversification ’ in retirement goes well beyond asset class , Allianz argues . By Jennifer Lea Reed

56 Spy Balloon Over Heckerling Our correspondent sends dispatches from the Heckerling 2023 estate planning conference . By Joseph B . Darby III

64 Can Clients Ever Have Enough Money ? We should transform the mindset of our clients so they realize there is enough for everyone , everywhere . By Steve Sanduski

46 Growth Is Back , And This Fund Could Be The Ticket The Fidelity Advisor International Growth Fund remains a strong performer . By Jeff Schlegel

54