In Every Issue
Columns 12
14 16 20
Contents
MARCH / APRIL 2026
32
6
COVER STORY
Women In Planning
The advisory world is changing, and its female leaders know that more than anyone. By FA Staff
In Every Issue
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Editor’ s Note |
11 |
Advisor Emporium |
56 |
CE Tests |
Columns 12
14 16 20
Big Picture Longevity Challenges Clash With Retirement Spending By Evan Simonoff
Advisor Marketing How To Take Advantage Of Financial Literacy Month By Susan Theder
Financial Life Planning The Empathy Report Card By Mitch Anthony
Charitable Planning What Is Structured Giving? By Gillian Howell
Frontline
7 Pa. Court Slams The Door On Noncompetes, Backs Breakaway Advisors
8 Roth Conversions Are Forever. A New Designation Reflects That Gravitas
9 Cash Sweep Lawsuits Flounder As Courts Side With Broker-Dealers
10 DOL Moves To Rewrite Independent Contractor Rule Again
MARCH / APRIL 2026 | FINANCIAL ADVISOR MAGAZINE | 1