www.fa-mag.com

• equiv: Content-Type content: text/html; charset=utf-8
• name: viewport content: width=device-width, initial-scale=1
• name: description content: Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial advisor, Investment advisor, Financial planner, Financial planning, RIA, Retirement planning, Advisor conference, ETFs, Alternative investments, Investment news, Broker-dealer, CFP, Investment advisor industries. Wealth manager we also offer a variety of subscriber benefits, including FREE subscription trials to valuable print and online products.
• name: keywords content: Financial advisor, Investment advisor, Financial planner, Financial planning, RIA, Retirement planning, Advisor conference, ETFs, Alternative investments, Investment news, Broker-dealer, CFP, Investment advisor
• property: og:image content: https://www.fa-mag.com/images/logo_opengraph.jpg
• property: og:image:secure_url content: https://www.fa-mag.com/images/logo_opengraph.jpg
• name: google-site-verification content: O8Jmy91EKMLutU6G8jsZddl0SA8b82V1V1UFrLNBW3w
• equiv: origin-trial content: AlK2UR5SkAlj8jjdEc9p3F3xuFYlF6LYjAML3EOqw1g26eCwWPjdmecULvBH5MVPoqKYrOfPhYVL71xAXI1IBQoAAAB8eyJvcmlnaW4iOiJodHRwczovL2RvdWJsZWNsaWNrLm5ldDo0NDMiLCJmZWF0dXJlIjoiV2ViVmlld1hSZXF1ZXN0ZWRXaXRoRGVwcmVjYXRpb24iLCJleHBpcnkiOjE3NTgwNjcxOTksImlzU3ViZG9tYWluIjp0cnVlfQ==
• equiv: origin-trial content: Amm8/NmvvQfhwCib6I7ZsmUxiSCfOxWxHayJwyU1r3gRIItzr7bNQid6O8ZYaE1GSQTa69WwhPC9flq/oYkRBwsAAACCeyJvcmlnaW4iOiJodHRwczovL2dvb2dsZXN5bmRpY2F0aW9uLmNvbTo0NDMiLCJmZWF0dXJlIjoiV2ViVmlld1hSZXF1ZXN0ZWRXaXRoRGVwcmVjYXRpb24iLCJleHBpcnkiOjE3NTgwNjcxOTksImlzU3ViZG9tYWluIjp0cnVlfQ==
• equiv: origin-trial content: A9nrunKdU5m96PSN1XsSGr3qOP0lvPFUB2AiAylCDlN5DTl17uDFkpQuHj1AFtgWLxpLaiBZuhrtb2WOu7ofHwEAAACKeyJvcmlnaW4iOiJodHRwczovL2RvdWJsZWNsaWNrLm5ldDo0NDMiLCJmZWF0dXJlIjoiQUlQcm9tcHRBUElNdWx0aW1vZGFsSW5wdXQiLCJleHBpcnkiOjE3NzQzMTA0MDAsImlzU3ViZG9tYWluIjp0cnVlLCJpc1RoaXJkUGFydHkiOnRydWV9
• equiv: origin-trial content: A93bovR+QVXNx2/38qDbmeYYf1wdte9EO37K9eMq3r+541qo0byhYU899BhPB7Cv9QqD7wIbR1B6OAc9kEfYCA4AAACQeyJvcmlnaW4iOiJodHRwczovL2dvb2dsZXN5bmRpY2F0aW9uLmNvbTo0NDMiLCJmZWF0dXJlIjoiQUlQcm9tcHRBUElNdWx0aW1vZGFsSW5wdXQiLCJleHBpcnkiOjE3NzQzMTA0MDAsImlzU3ViZG9tYWluIjp0cnVlLCJpc1RoaXJkUGFydHkiOnRydWV9
• equiv: origin-trial content: A1S5fojrAunSDrFbD8OfGmFHdRFZymSM/1ss3G+NEttCLfHkXvlcF6LGLH8Mo5PakLO1sCASXU1/gQf6XGuTBgwAAACQeyJvcmlnaW4iOiJodHRwczovL2dvb2dsZXRhZ3NlcnZpY2VzLmNvbTo0NDMiLCJmZWF0dXJlIjoiQUlQcm9tcHRBUElNdWx0aW1vZGFsSW5wdXQiLCJleHBpcnkiOjE3NzQzMTA0MDAsImlzU3ViZG9tYWluIjp0cnVlLCJpc1RoaXJkUGFydHkiOnRydWV9

• GET FA NEWS
• INVEST IN WOMEN
• RETIREMENT PLANNING
• 401k
• Defined Benefit Plans
• Defined Contribution Plans
• IRAs
• Income Planning
• Life Planning
• Social Security
• More On The Move
• RIA News
• Broker-Dealers
• Fixed Income
• THOUGHT LEADERS
• ADVISOR CONFIDENTIAL
• CONTRASTING VIEWPOINTS
• Invest In Women 2019
• KITCES AND BOWEN
• THE BIG REVEAL
• CONFERENCE NEWS
• Schwab Impact 2025
• Next Chapter ReThinking Retirement
• Conference Videos
• Inside ETFs Conference 2020
• Inside Retirement 2019
• TD Ameritrade 2019
• ETF Strategy Summit
• Inside Alternatives Conference News Feed
• ANNUITIES
• Annuities Planning
• Immediate Annuities
• Index Annuities
• Variable Annuities
• CHARITABLE GIVING
• Charitable Planning
• Donor-Advised Funds
• ETFs
• ETF News
• FINANCIAL PLANNING/WEALTH MANAGEMENT
• College Planning/529 Plans
• Estate Planning
• Risk Management
• Tax Planning & Strategies
• INSURANCE
• Health Insurance
• Life Insurance
• Long Term Care Insurance
• INVESTMENT MANAGEMENT
• Alternative Investments
• Economy & Markets
• Equities/Equity Funds
• ESG
• Impact Investing
• International
• Mutual Funds
• Real Estate/REITs
• U.S. Equity
• PRIVATE WEALTH
• LISTS & RANKINGS
• 10 YOUNG ADVISORS TO WATCH
• WHITEPAPERS
• INDEPENDENT BROKER-DEALER SURVEY
• RIA SURVEY & RANKING
• TECHNOLOGY
• FinTech
• YOUR BUSINESS
• Compensation
• Custodians/Fee Only
• Family Office News
• Legal & Compliance
• Marketing/Client Acquisition
• Millennials In Finance
• Regional & Wirehouse Brokers
• Staffing
• Succession Planning/Advisor M&A
• Women & Planning
• MORE SERVICES
• Alternative Investing Special Section
• B/D Profiles 2020
• B/D Recruiting Special Section
• FA Press Releases
• Fixed Income Special Section
• Sponsor Insights
• Women In The Profession
• Industry Partnerships
• BOOKSTORE
• CALENDAR
• CE CENTER
• CE Center FAQs
• FEATURED COLUMNISTS
• Subscriptions
• WEBCASTS
• Webcast Archive
• Whitepapers Archive
• FinTech Whitepapers
• Market And Economic Outlook
• https://www.fa-mag.com/
• REGISTER
• LOGIN
• http://www.fa-mag.com/mailto:[email protected]
• cancel
• INVEST IN WOMEN
• More Stories
• Arkadios Ordered to Pay $2.7M Despite Victim Never Being A Client
• Judge's Dismissal Of Edelman's Suit Against Mariner Included A Tongue-Lashing
• 2027 Social Security Cost-Of-Living Increase Could Be 4.7%
• To Develop Clients, Build Referral Networks, Says Invesco
• Musk's Trillionaire Status Stokes Democrats' Tax-The-Rich Cries
• America Has A Credit Card Problem. Is It 2008 All Over Again?
• BlackRock's HLEND Caps Redemptions After Investors Seek 13%
• Advisors Aren't Ready For The 30-Year Retirement, Ken Dychtwald Argues
• Vanguard Ends BlackRock's 20-Year Run Atop U.S. ETF Market
• More News
• http://www.fa-mag.com/financial-advisor-magazine/issues/
• 2026 Young Advisors To Watch
• Eric Rasmussen and FA Staff
• What's Family Governance?
• Michael J. Nathanson
• A Two-Channel Strategy
• Susan Theder
• How To Help Your Clients Give More Effectively
• Gillian Howell
• Global Markets, Notably In Bonds, Are A-Changin'
• Dambisa Moyo
• Four Common Misconceptions Financial Advisors Have About AI
• Ken Lotocki
• The Greatest Risk In Succession Planning
• Scott Danner
• Some 50- And 60-Year-Olds Relying On The Bank Of Mom And Dad
• Allison Schrager
• Bremmer Spotlights AI And Geopolitical Risks In Unstable World
• Eric Reiner
• When You Build A Better Team, Clients Will Follow
• Mike Papedis
• The Transition From Practice To Institution
• Scott Winters
• Rich Americans Should Welcome Higher Capital-Gains Taxes
• Nicolas S. Rohatyn
• More Expert Views
• SEC Warns Advisors Are Still Obscuring Fees, Conflicts
• SEC Fines Phoenix RIA And CEO Almost $2.2M Over Conflicts, Personal Trading
• Gundlach Sees Expensive AI Build-Out Burning Out Economy
• Most Entrepreneur Clients Who Sell Their Business Then Dump Their Advisors, Specialists Say
• How A Wyoming Dynasty Trust Turns Client Wealth Into A Family Bank
• Maybe We Don't All Need $1 Million To Retire, After All
• Finra Panel Awards Ex-Touchstone Exec $1.2M After 'Malicious' Firing
• How Advisors Can Win Over Clients Who Fired Their Last Advisor
• Musk's Trillionaire Status Stokes Democrats' Tax-The-Rich Cries
• Ted Mann
• Rhode Island Joins Tax-The-Rich Push With New Millionaire Levy
• Greg Ryan
• How To Prepare (And Entice) The Next Generation To Take On Family Office Leadership
• Bill Rudnick
• Chris Boehm
• Why Some Advisors Are Winning Mass-Affluent Clients While Others Stall
• Brett Van Bortel
• Jerry D. Prince
• Billionaires Are Fighting Their Heirs For Control Beyond The Grave
• Devon Pendleton
• Cindy Wang
• Tara Patel
• More Private Wealth
• The World's Most Livable Cities For Expats
• Top 10 States For High School Financial Literacy
• More Top Lists
• Investors Looking For Rocket-Sized Returns Must Get In Well Before The IPO Stage
• Anton Golding
• Is The U.S. Stock Market Too Big?
• Jim O’Neill
• How Much AI Is Too Much For Stock Investors?
• Jonathan Levin
• Private Equity Fund Gates Are Features, Not Bugs
• Paul J. Davies
• The AI Economy's Permanent Underclass
• Kenneth Rogoff
• More Investment Perspectives
• Janney Montgomery Scott Hires Former Raymond James Advisor To Lead New Akron Office
• Well Fargo's FiNet Adds $3B AUM In May From Recruited Advisors
• Merit Names Taps New CFO, Creates New EVP Of Financial Planning Post
• Perigon Appoints Chief People Officer
• Matt Cooper Succeeds Shannon Eusey As Beacon Pointe CEO
• Sponsor Insights: How Global Mentorship Launched My Career
• Stagflationary Recession or Stagflation? How to Model Federal Reserve Actions
• U.S. Dollar Reaches 20-year High
• War Brings Fossil Fuel Use Into Focus
• Governments Attempt Balance In Securing The Battery Supply Chain
• View More
• Privacy Policy
• Home
• Login
• About Us
• Media Kit
• Licensing & Reprints
• Contact Us
• Sitemap
• Terms and Conditions
• http://www.fa-mag.com/javascript:void(0);

• CONFERENCES
• CONFERENCES
• Subscribe
• https://www.linkedin.com/company/financial-advisor-magazine/
• https://facebook.com/FinancialAdvisorMagazine
• https://twitter.com/FAmagazine
• https://YouTube.com/@financialadvisormag
• https://www.instagram.com/financialadvisormagazine/
• https://adserver.fa-mag.com/www/delivery/ck.php?n=a7987c9d&cb=INSERT_RANDOM_NUMBER_HERE
• https://adserver.fa-mag.com/www/delivery/ck.php?n=501122b

            Domain Name: FA-MAG.COM

Registrar: GoDaddy.com, LLC

Domain Status: client delete prohibited

Domain Status: client renew prohibited

Domain Status: client transfer prohibited

Domain Status: client update prohibited

Creation Date: 2001-01-20T18:21:01Z

Registry Expiry Date: 2030-01-20T18:21:01Z

Updated Date: 2022-09-06T18:34:24Z

Name Server: ARYA.NS.CLOUDFLARE.COM

Name Server: CLARK.NS.CLOUDFLARE.COM

REGISTRAR Contact: GoDaddy.com, LLC

>>> Last update of RDAP database: 2026-06-13T09:07:06Z         

			# As a condition of accessing this website, you agree to abide by the following
# content signals:

# (a)  If a Content-Signal = yes, you may collect content for the corresponding
#      use.
# (b)  If a Content-Signal = no, you may not collect content for the
#      corresponding use.
# (c)  If the website operator does not include a Content-Signal for a
#      corresponding use, the website operator neither grants nor restricts
#      permission via Content-Signal with respect to the corresponding use.

# The content signals and their meanings are:

# search:   building a search index and providing search results (e.g., returning
#           hyperlinks and short excerpts from your website's contents). Search does not
#           include providing AI-generated search summaries.
# ai-input: inputting content into one or more AI models (e.g., retrieval
#           augmented generation, grounding, or other real-time taking of content for
#           generative AI search answers).
# ai-train: training or fine-tuning AI models.

# ANY RESTRICTIONS EXPRESSED VIA CONTENT SIGNALS ARE EXPRESS RESERVATIONS OF
# RIGHTS UNDER ARTICLE 4 OF THE EUROPEAN UNION DIRECTIVE 2019/790 ON COPYRIGHT
# AND RELATED RIGHTS IN THE DIGITAL SINGLE MARKET.

# BEGIN Cloudflare Managed content

User-agent: *
Content-Signal: search=yes,ai-train=no
Allow: /

User-agent: Amazonbot
Disallow: /

User-agent: Applebot-Extended
Disallow: /

User-agent: Bytespider
Disallow: /

User-agent: CCBot
Disallow: /

User-agent: ClaudeBot
Disallow: /

User-agent: CloudflareBrowserRenderingCrawler
Disallow: /

User-agent: Google-Extended
Disallow: /

User-agent: GPTBot
Disallow: /

User-agent: meta-externalagent
Disallow: /

# END Cloudflare Managed Content

Sitemap: http://www.fa-mag.com/sitemaps/sitemap_index.xml
Sitemap: http://www.fa-mag.com/sitemaps/news/sitemap_index.xml

User-agent: www.integromedb.org/Crawler
Disallow: /

User-agent: msnbot
Crawl-delay: 10

User-agent: Slurp
Crawl-delay: 240