FA Magazine November 2023 | Page 3

In Every Issue
Columns 16
19 21 23

Contents

NOVEMBER 2023

34 8

COVER STORY
Founders Beware : Younger Advisors Are Leaving
The next generation of advisors may be looking to find a new firm . By Stacey McKinnon and Philip Palaveev

In Every Issue

Editor ’ s Note
14
Advisor Emporium
56
CE Tests
Columns 16
19 21 23
The Big Picture Higher For Longer Mantra Confounds Bond Investors By Evan Simonoff
Advisor Marketing A Text To Show You Care By Susan Theder
Financial Life Planning Conversational Opportunity Comes Knocking By Mitch Anthony
Charitable Planning A Direct Impact By Jeffrey D . Haskell and Jennifer E . Bruckman
Frontline
10 IRS Promises A Sharper Look At Pass-Through Entities
11 Reg BI Could Become Obsolete
12 Even Affluent Earners Face Retirement Shortfalls
13 Investors Who Think They Know More May Pay Higher Fees
ILLUSTRATION ON THE COVER AND THIS PAGE VIA GETTY IMAGES NOVEMBER 2023 | FINANCIAL ADVISOR MAGAZINE | 1