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26
28 Cybersecurity Is Much Bigger Than An IT Problem
30 Losing Student Loan Repayment Options
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45
47 Finding Value In Unusual Places
50 Handling A Market That Won’ t Sit Still
53
55 Too Much Of A Good Thing
60 Social Security And A Classic Market Problem
Business Management
YOUR BUSINESS
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Four Common Misconceptions Financial Advisors Have About AI
Here are four common myths about AI that cloud its true value and potential. By Ken Lotocki
The Greatest Risk In Succession Planning
Transferring power takes an emotional toll on clients, partners and employees. By Scott Danner
TECHNOLOGY
28 Cybersecurity Is Much Bigger Than An IT Problem
It’ s also part of the client experience— and a new standard of trust in wealth management. By Scott Winters
COLLEGE PLANNING
30 Losing Student Loan Repayment Options
New federal repayment programs could squeeze your middle-tier and parent clients. By Jennifer Lea Reed
Wealth Management
INVESTING
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45
What Are Box- Spread Loans?
And are they right for your clients? By Ben Mattlin
Why Smart Money Is Looking Abroad
Is U. S. dominance in stocks over? By Evan Simonoff
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50
PORTFOLIO SPOTLIGHT
47 Finding Value In Unusual Places
The Capital Group Dividend Value ETF puts a premium on intrinsic value. By Jeff Schlegel
RETIREMENT PLANNING
50 Handling A Market That Won’ t Sit Still
As one advisor put it while reflecting on the current volatility,“ It is normal to be abnormal.” By Jennifer Lea Reed
53
When Clients’ Retirement Plans Change Directions
Retirement is harder than many people expect, and adapting to it takes longer than you think. By Robert Laura
RISK MANAGEMENT
55 Too Much Of A Good Thing
Wealthy clients with big single stock positions face big risks. Advisors can help. By Michael Featherman
PARTING SHOT
60 Social Security And A Classic Market Problem
How timing the benefit can help with a classic retirement problem: an early bear market. By Ray R. Harris
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 / JUNE 2026 WWW. FA-MAG. COM