30 Married … With Finances Couples are seeing their financial dynamics change . How do their advisors keep track of changes and play fair ? By Ben Mattlin
33 Changing Of The Guard The time you start building a business is the time you must start thinking about how to get out . By Karen DeMasters
35 Investing In AI Will Require Patience It may take years to reap rewards from investing in companies involved in the nascent technology . By Edward Hayes
37 Innovations On The Income Puzzle This D . C . advisor managed to cobble together a retirement plan for his client using covered calls . By Karen DeMasters
45 Tax Managed Funds : Same As They Ever Were ? When stocks start the year soaring like this , tax management becomes trickier . By Christopher Robbins
48 Finding Gems In The Trash Heap The Pzena Emerging Markets Value Fund ’ s deep-value approach has been a winner . By Jeff Schlegel
53 Retirement Withdrawals For Couples Are All About The Tax Brackets A couple ’ s retirement withdrawals must take their brackets ( and their children ’ s ) into account . By James G . Blase
60 The Female Breadwinner : Changing The Financial Conversation Women ’ s wealth is on the rise , and our industry has the great opportunity to help champion their financial futures . By Emily Koochel
Business Management
CLIENT RELATIONS
30 Married … With Finances Couples are seeing their financial dynamics change . How do their advisors keep track of changes and play fair ? By Ben Mattlin
CLIENT RELATIONS
33 Changing Of The Guard The time you start building a business is the time you must start thinking about how to get out . By Karen DeMasters
TECHNOLOGY & OPERATIONS
35 Investing In AI Will Require Patience It may take years to reap rewards from investing in companies involved in the nascent technology . By Edward Hayes
HOW I SOLVED IT
37 Innovations On The Income Puzzle This D . C . advisor managed to cobble together a retirement plan for his client using covered calls . By Karen DeMasters
Wealth Management
INVESTING
45 Tax Managed Funds : Same As They Ever Were ? When stocks start the year soaring like this , tax management becomes trickier . By Christopher Robbins
Allison Fisch , managing principal , president , and portfolio manager at Pzena Investment Management .
PHOTOGRAPHY COURTESY OF PZENA INVESTMENT MANAGEMENT , LLC
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PORTFOLIO SPOTLIGHT
48 Finding Gems In The Trash Heap The Pzena Emerging Markets Value Fund ’ s deep-value approach has been a winner . By Jeff Schlegel
RETIREMENT PLANNING
53 Retirement Withdrawals For Couples Are All About The Tax Brackets A couple ’ s retirement withdrawals must take their brackets ( and their children ’ s ) into account . By James G . Blase
PARTING SHOT
60 The Female Breadwinner : Changing The Financial Conversation Women ’ s wealth is on the rise , and our industry has the great opportunity to help champion their financial futures . By Emily Koochel
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 56 .
CE exams are online at fa-mag . com / ce _ center
2 | FINANCIAL ADVISOR MAGAZINE | SEPTEMBER 2023 WWW . FA-MAG . COM