28 Like Podiatrists Doing Eye Surgery Advisory firms relying on local IT companies should turn instead to cybersecurity specialists. By Mark Hurley and Steven Ryder
38 The Fed Must Resist Repeating Past Mistakes Markets have been trained to expect lower rates amid volatility. The Fed’ s chairman must not be tempted. By Mohamed A. El-Erian
40
42 Value Isn’ t Just About Cheap Prices The Artisan Global Value Fund’ s valuation method has produced strong results. By Jeff Schlegel
45 Market Turmoil Hits 529 Plans The first rule for parents: Don’ t panic. By Jennifer Lea Reed
46 What Boomers Can Teach Future Retirees Both Gen X and the advisors serving them can learn a lot about retirement from the’ 60s generation. By Robert Laura
48
50 The Risky Reinsurance Behind The Insurance The reinsurance craze has put annuities and life policies at risk, advisors warn. By Ben Mattlin
53 Using Market Downturns To Preserve The Next- Gen’ s Wealth Estate planners can look at economic contractions as windows of opportunity for wealthy families. By Matthew Erskine
60 What Trader Joe’ s Can Teach Advisors Advisors can learn a lot by balancing technology with a human connection. By Joseph Coughlin
Business Management
TECHNOLOGY & OPERATIONS
28 Like Podiatrists Doing Eye Surgery Advisory firms relying on local IT companies should turn instead to cybersecurity specialists. By Mark Hurley and Steven Ryder
Wealth Management
INVESTING
38 The Fed Must Resist Repeating Past Mistakes Markets have been trained to expect lower rates amid volatility. The Fed’ s chairman must not be tempted. By Mohamed A. El-Erian
40
What Rebalancing The U. S. Economy Really Requires The U. S. Treasury secretary misses the point in defending President Trump’ s tariffs. By Glenn Hubbard
PORTFOLIO SPOTLIGHT
42 Value Isn’ t Just About Cheap Prices The Artisan Global Value Fund’ s valuation method has produced strong results. By Jeff Schlegel
40
42
COLLEGE PLANNING
45 Market Turmoil Hits 529 Plans The first rule for parents: Don’ t panic. By Jennifer Lea Reed
RETIREMENT PLANNING
46 What Boomers Can Teach Future Retirees Both Gen X and the advisors serving them can learn a lot about retirement from the’ 60s generation. By Robert Laura
48
Tips To Attract Soon-To-Be Retirees Clients can slip through your fingers if you miss their biggest worries. By Jack Sharry
INSURANCE
50 The Risky Reinsurance Behind The Insurance The reinsurance craze has put annuities and life policies at risk, advisors warn. By Ben Mattlin
ESTATE PLANNING
53 Using Market Downturns To Preserve The Next- Gen’ s Wealth Estate planners can look at economic contractions as windows of opportunity for wealthy families. By Matthew Erskine
46
PARTING SHOT
60 What Trader Joe’ s Can Teach Advisors Advisors can learn a lot by balancing technology with a human connection. By Joseph Coughlin
2 | FINANCIAL ADVISOR MAGAZINE | MAY 2025 WWW. FA-MAG. COM