Business Management
WOMEN IN PLANNING / INVEST IN WOMEN
29 Turning Young Clients Into Lifelong Ones Three women leaders detail how their new service models are building “ perfect ” long-term clientele . By Tracey Longo
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SECURE 2 . 0 Gives Women What They Need , Advisors Say New provisions in the act support the way women clients live , work and save for retirement , these advisors say . By Jennifer Lea Reed
YOUR BUSINESS
34 Treat A Family Office Like A Business If you have a family office , you want to do more than simply get better investment returns . By Liza Truax
CLIENT RELATIONS
36 Beyond Lip Service In DEI How is the financial advisory industry actually doing at improving representation ? By Ben Mattlin
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Wealth Management
INVESTING
49 ESG Funds Meet The Skeptics Investors are paying 20 % more for roughly the same portfolio as other funds , says a Harvard study . Experts weigh in . By Ben Mattlin
PORTFOLIO SPOTLIGHT
52 Growth And Income In A Tidy Package The American Funds Capital Income Builder Fund aims for capital growth and steady income . By Jeff Schlegel
PARTING SHOT
60 The Fed ’ s Credibility Problem The global economy ’ s most important institution has lost its way and must urgently address two structural deficiencies . By Mohamed A . El-Erian
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 56 .
CE exams are online at fa-mag . com / cecenter .
CLIENT RELATIONS
38 Being Prepared For The Worst Disaster can take forms both meteorologic and financial . Advisors can help clients prepare . By Ben Mattlin
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2 | FINANCIAL ADVISOR MAGAZINE | MAY 2023 WWW . FA-MAG . COM