mandy pham is a senior financial advisor at summitry in foster city , calif .
Contents
May 2022
38
Columns 20
22 24 26 30 32 34 cover story young advisors To Watch these are the advisors young enough to reimagine the industry , and covid-19 reaffirmed a lot of their hunches about how that future will look . By Fa Staff
The Big Picture how to find ( and Be ) a good partner By Stuart Silverman & Philip Palaveev
Financial Life Planning a money dialogue With the late dick Wagner By Mitch anthony
advisor Marketing linking up on linkedin By Susan Theder
The Long View esg meets a midlife crisis By Evan Simonoff
Charitable Giving do your go-getter clients need an outlet ? try philanthropy . By Gillian Howell
Next Chapter adoption is the new innovation By Steve Gresham
Business Management the only Way out is through By Eliza De Pardo
In Every Issue
8 |
Editor ’ s Note |
17 |
advisor Emporium |
62 |
CE Tests |
Frontline
12 How Clients Can Ease The Sting Of Medicare ’ s IRMaa Fee
13 Nearly 90 % Of Robo-advised Clients Would Switch To Humans , Vanguard Says
14 as Smaller Colleges Close , Competition Increases
16 Ed Slott Says Backdoor Roths are Back On The Menu
photography on the cover and this page courtesy of the financial advisor may 2022 | financial advisor magazine | 1