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