Contents
SEPTEMBER 2022
32
COVER STORY
Resolving The Title Protection Quandary
Decades after the financial planning profession emerged , the question of who gets to use the name is still dividing people . By Eric Rasmussen
In Every Issue
8 |
Editor ’ s Note |
16 |
Advisor Emporium |
58 |
CE Tests |
Columns 17
19 21 23 25
The Big Picture The Lifestyle Risk Threat Is Real By Evan Simonoff
Advisor Marketing 5 Must-Follow Copywriting Rules By Susan Theder
The Long View The Fed ’ s Damage To The Housing Market May Last Years By Allison Schrager
Charitable Planning 6 Tech Trends For Philanthropists By Hannah Shaw Grove
Next Chapter Chart Of The Decade By Steve Gresham
Frontline
11 How Roth Conversions Can Reduce Sting Of Social Security , Medicare Hikes
12 IRS Auditors Turn Up Heat On Wealthy Taxpayers
13 Retirees On Track For 11.4 % Social Security Raise In 2023
14 Wirehouses Risk Losing 15 % Of Advisors , J . D . Power Finds
PHOTOGRAPHY ON THE COVER AND THIS PAGE VIA GETTYIMAGES . COM SEPTEMBER 2022 | FINANCIAL ADVISOR MAGAZINE | 1