31 Diversity Should Still Be A Hiring Goal A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring . By Jacqueline Sergeant
43 Does The Growth Rally Have Extra Innings ? Market strategists evaluate the crowd enthusiasm and ponder a pivot to value . By Christopher Williams
45 The Art Of Trouncing An Index The Needham Aggressive Growth Fund has a knack for finding big winners . By Jeff Schlegel
49 You Can ’ t ‘ Legislate Good Behavior ’ Here ’ s what advisors really think about the DOL rule . By Ben Mattlin
51
53 HSAs As ‘ Medical IRAs ’: A Great But Neglected Strategy Using HSAs for longterm compounding can seriously add to clients ’ wealth . So why aren ’ t more advisors recommending the strategy ? By Steve Garmhausen
60 Why Advisory Firms Fail Women Advisors How the industry can evolve and let females move up the ladder , according to the Carson Group . By Tracey Longo
Business Management
CLIENT RELATIONS
31 Diversity Should Still Be A Hiring Goal A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring . By Jacqueline Sergeant
Wealth Management
INVESTING
43 Does The Growth Rally Have Extra Innings ? Market strategists evaluate the crowd enthusiasm and ponder a pivot to value . By Christopher Williams
PORTFOLIO SPOTLIGHT
45 The Art Of Trouncing An Index The Needham Aggressive Growth Fund has a knack for finding big winners . By Jeff Schlegel
31
49
RETIREMENT PLANNING
49 You Can ’ t ‘ Legislate Good Behavior ’ Here ’ s what advisors really think about the DOL rule . By Ben Mattlin
51
Why Annuities Belong In Clients ’ Retirement Income Plans Amid a retirement income crisis , the insurance industry has become more creative in its product development . By Paul R . Samuelson
INSURANCE
53 HSAs As ‘ Medical IRAs ’: A Great But Neglected Strategy Using HSAs for longterm compounding can seriously add to clients ’ wealth . So why aren ’ t more advisors recommending the strategy ? By Steve Garmhausen
PARTING SHOT
60 Why Advisory Firms Fail Women Advisors How the industry can evolve and let females move up the ladder , according to the Carson Group . By Tracey Longo
60
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 56 .
CE exams are online at fa-mag . com / ce _ center .
2 | FINANCIAL ADVISOR MAGAZINE | MAY 2024 WWW . FA-MAG . COM