26 How Advisors Can Combat Feelings Of Isolation Among The Wealthy Most uber-wealthy clients aren ’ t comfortable talking about their wealth , says Bernstein Private Wealth Management . By Jacqueline Sergeant
28 How Do You Ask Clients To Pay More ? Every advisor should be able to rationalize what they charge — and know how to explain it to clients . By Matt Matrisian
36 Public Or Private Debt ? Which one is better for your fixed-income allocation ? By Larry Swedroe
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40 Choosing An Easier Path In Divorce Your clients going through a divorce have important decisions to make to avoid compounding the emotional pain . By Gus Dimopoulos
42 Muni Bonds Aren ’ t Just For Rich Folks The Baird Strategic Municipal Bond Fund has outperformed during its five-year run . By Jeff Schlegel
45 Why 2024 Tax Planning Is So Murky It ’ s been a while since so much uncertainty shrouded year-end tax planning . By Eric L . Reiner
47 A Look At Real-Life Annuity Solutions In some instances , annuities can be the perfect retirementplanning solution tool . By Ben Mattlin
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52 Helping Clients With ‘ The Great Wealth Transfer ’ Advisors have to be proactive to ensure clients seamlessly transition their assets . By Joshua Belfiore
60 Safeguarding Clients From Fraud In The AI Age Advisors face the challenge of embracing AI ’ s benefits while safeguarding their clients against fraud . By Matt Sommer
Business Management
YOUR BUSINESS
26 How Advisors Can Combat Feelings Of Isolation Among The Wealthy Most uber-wealthy clients aren ’ t comfortable talking about their wealth , says Bernstein Private Wealth Management . By Jacqueline Sergeant
CLIENT RELATIONS
28 How Do You Ask Clients To Pay More ? Every advisor should be able to rationalize what they charge — and know how to explain it to clients . By Matt Matrisian
Wealth Management
INVESTING
36 Public Or Private Debt ? Which one is better for your fixed-income allocation ? By Larry Swedroe
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Past Rate-Cut Cycles And Future Sector Performance Does the conventional wisdom about winning cyclicals always play out ? By Dave Sheaff Gilreath
PRIVATE WEALTH
40 Choosing An Easier Path In Divorce Your clients going through a divorce have important decisions to make to avoid compounding the emotional pain . By Gus Dimopoulos
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PORTFOLIO SPOTLIGHT
42 Muni Bonds Aren ’ t Just For Rich Folks The Baird Strategic Municipal Bond Fund has outperformed during its five-year run . By Jeff Schlegel
TAX PLANNING
45 Why 2024 Tax Planning Is So Murky It ’ s been a while since so much uncertainty shrouded year-end tax planning . By Eric L . Reiner
RETIREMENT PLANNING
47 A Look At Real-Life Annuity Solutions In some instances , annuities can be the perfect retirementplanning solution tool . By Ben Mattlin
2 | FINANCIAL ADVISOR MAGAZINE | NOVEMBER 2024 WWW . FA-MAG . COM
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Rollovers And The Fiduciary Duty To help retirement savers with rollovers , advisors must work closely with their compliance departments . Lowell M . Smith Jr .
ESTATE PLANNING
52 Helping Clients With ‘ The Great Wealth Transfer ’ Advisors have to be proactive to ensure clients seamlessly transition their assets . By Joshua Belfiore
PARTING SHOT
60 Safeguarding Clients From Fraud In The AI Age Advisors face the challenge of embracing AI ’ s benefits while safeguarding their clients against fraud . By Matt Sommer