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Contents
SEPTEMBER 2023
40 6
COVER STORY
Winning Clients On Social Media
Cancel culture be damned . Some advisors are aggressively using social media to take on hot-button issues , including politics and activist investing . By Tracey Longo
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Editor ’ s Note |
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Advisor Emporium |
56 |
CE Tests |
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The Big Picture The SEC Is About To Rock Your World By Mark Hurley & Brian Hamburger
Advisor Marketing Top 5 Marketing Trends In 2023 By Susan Theder
Financial Life Planning Engaging In The Legacy Dialogue By Mitch Anthony
Charitable Planning Making A Strong Giving Statement By Elizabeth Wong
Tax Advisor Roth IRAs : The Mathematics For High-Wealth Taxpayers By Joseph B . Darby III
Next Chapter The Trimesters of Retirement By Steve Gresham
Frontline
8 Donor-Advised Funds Defy Giving Slump In 2023
9 New Bill Would Levy Social Security Taxes On Wealthy , Pass-Throughs
10 Bad Timing Cost Fund Investors 17 % In Gains The Past Decade , Morningstar Says
11 How To Help Wealthy Clients Replace A Tax Preparer
PHOTOGRAPHY ON THE COVER AND THIS PAGE VIA GETTY IMAGES SEPTEMBER 2023 | FINANCIAL ADVISOR MAGAZINE | 1