December 2022 / January 2023

NEWS / INVESTMENT / PLANNING / PRACTICE MANAGEMENT/ TECHNOLOGY

David Armstrong
Director of Editorial

Strategy and Operations

This issue we present The 12 Best Business Books of 2022 for Advisors along with an excerpt from Mark Miller’s new book taking us Toward a New Social Insurance Era... discover how global warming is affecting home insurance and property costs in How Climate Change Is Impacting Financial Planning... David Grau reflects on the evolution of succession planning in Succession Planning Then and Now With David Grau Sr.... learn how to defend your TAMP selection with TAMP Users: Get Your House in Order... finally, find out actions business owners can take now while waiting for an IPO resurgence in Helping Clients Today Prepare for the IPO Market of Tomorrow...

CHECK THIS OUT AS WELL...

The Contradictions of 2022 and Emerging Trends for 2023
An annual report on the forces driving the wealth management industry. Read

Helping Everyday Investors

Find FINRA Justice
The number of pro bono legal clinics for retail investors harmed by bad investment advice has fallen dramatically, leaving many small-dollar claimants to face arbitration panels alone or do nothing at all. Read

How Academic Majors Can Impact College Acceptance Rates
Many colleges’ acceptance rates can vary significantly by academic major. Read

Start Working Now on IRA
and Roth IRA Contributions
To ease the stress for everyone involved, it’s better to start the process sooner rather than later. Read

Meme Stocks: Turning Large Fortunes Into Small Ones
Attention-getting meme stocks may provide investors with a thrill, but in the long run going viral has been a bad omen for future returns. Read

WMIQ: Firms Expect Growth,
and More Jobs, in 2023
New research from WMIQ and Pershing highlights how advisory firms are building teams to meet their own expectations for growth in 2023. Read

The Puzzler: How Well Do You Remember 2019?
A quiz to test your memory of 2019, the year before COVID sent us all into lockdown. Read

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Learn what’s new at...

• Advisor Group
• Allianz Life Insurance
• American Bankers Association
• Atria Wealth Solutions
• CAIS
• Choreo
• Cohen & Steers
• Docupace
• Envestnet
• Finance of America Reverse
• FMG Suite
• FP Alpha

• Haven Tower

• Income Conductor
• Intelliflo
• Invent.us
• LPL Financial
• MyVest
• RightSize Solutions
• Riskalyze
• Schwab Advisor Services
• Smarsh
• Snappy Kraken
• Thrivent Asset Management
• Wealthspire Advisors

View the entire December 2022 /January issue 2023

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