Columns 15
19 21
24 Is The Risk Of Switching Firms Worth The Reward? Here are five criteria for advisors considering a move. By Wendy Leung
In Every Issue
26 Security For Those With Developmental Disabilities Estate planning is one of a family’ s most crucial considerations for a loved
T. J. van Gerven, CFP, founder of Memento Financial Planning in Woburn, Mass.
Contents
MAY 2025
30 8
Columns 15
19 21
COVER STORY
Young Advisors To Watch
This year’ s young advisors are finding ways to stand out in an increasingly consolidating business. By Eric Rasmussen and FA Staff
The Big Picture Drowning In Opportunity By Philip Palaveev
Advisor Marketing Starting The Estate Talk With Family By Susan Theder
Charitable Planning The Great Values Transfer By Hannah Shaw Grove
Business Management
YOUR BUSINESS
24 Is The Risk Of Switching Firms Worth The Reward? Here are five criteria for advisors considering a move. By Wendy Leung
In Every Issue
|
Editor’ s Note |
14 |
Advisor Emporium |
56 |
CE Tests |
Frontline
10 Solid Yields On Cash Are Still Possible
11 Gold ETFs Beat Bitcoin ETFs( By A Lot) In Q1
12 Parents Overspend On Kids From Guilt
13 Should Brokers Be Able To Call Themselves Advisors? NASAA Says No
CLIENT RELATIONS
26 Security For Those With Developmental Disabilities Estate planning is one of a family’ s most crucial considerations for a loved
one with a disability. By Matthew G. Ricks
PHOTOGRAPHY ON THE COVER AND THIS PAGE COURTESY OF THE FINANCIAL ADVISOR MAY 2025 | FINANCIAL ADVISOR MAGAZINE | 1