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In Every Issue
Contents
SEPTEMBER / OCTOBER 2026
36
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COVER STORY
Advisor And Client Appetite For Long-Short Appears Insatiable
Custodians are throwing up guardrails, but the surge toward marginenhanced, tax-aware strategies shows little signs of stopping. By Jennifer Lea Reed
The Big Picture The Temptation Of Outperformance By Nick Murray
Advisor Marketing Who’ s Showing Up In AI? By Susan Theder
Financial Life Planning A Lexicon Of Boredom By Mitch Anthony
The Long View Why Business Leaders Are Souring On AI By Dambisa Moyo
In Every Issue
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Editor’ s Note |
14 |
Advisor Emporium |
56 |
CE Tests |
Frontline
10 Morgan Stanley’ s Wilson: Final Leg Of Bull Market Likely To End In 2029
11 Hidden Roth Strategy In Trump Accounts Will Create‘ Tax-Free Millionaires’
12 When It’ s Love Versus Money, Americans Prefer The Hefty Bank Account
13 AI Is Taking Over More Advisor Work. Why One Firm Says That’ s Good News
SEPTEMBER / OCTOBER 2026 | FINANCIAL ADVISOR MAGAZINE | 1