First Quarter 2023

NEWS / INVESTMENT / PLANNING / PRACTICE MANAGEMENT/ TECHNOLOGY

David Armstrong
Director of Editorial Strategy and Operations

Wealth Management Group

This issue’s cover story, The Rise of FinPsych, Financial Therapy and Life Planning, examines how more advisors are tuning in to the psychology of money... our Q&A With Merrill Lynch President Andy Sieg offers insights into the brokerage’s relationship with Bank of America and whether the firm will ever add an independent channel... a lot can be learned listening to clients’ experiences, as you’ll discover in My Life as a Client: Spoiled by the Personal Touch... for advisors looking for a deeper dive on commercial real estate (CRE) investing, a new regular section on real estate launching this issue looks at how Redemption Requests Raise Eyebrows for Non-Traded REITs and The Tax Advantages of CRE Investing for HNWIs... a related article profiles PIMCO’s Flexible Real Estate Income Fund as the latest example of how the Number of Real Estate Interval Funds Grows, Offering Retail Investors Greater Access to CRE

CHECK THIS OUT AS WELL...

Invite Your Team to Engage in Business Landscaping
The Business Landscape Method invites all firm members to participate in the firm’s planning process. Read

The Role of Investor Sentiment in Individual Stock Returns
It all comes down to the arbitrageurs—and the limits thereon. Read

Will Home Equity Hurt Chances

for Financial Aid?
A school’s use of home equity can be brutal for families looking for financial aid. But colleges assess the asset differently. Read

Longevity Is the Biggest Threat to Successful Retirement
Wealthier people are most likely to outlive mortality averages. Advisors have a special obligation to focus on longevity risk with their clients. Read

Advising Childless

and Child-free Clients
When children will never be in the equation, advisors solve for different variables. Read

The History of the

Currencies of the World
You can tell a lot about a nation by whom it chooses to honor on its currency. Read

Special Feature:
The RIA Edge 100
Wealth Management IQ and Discovery Database have compiled a list of RIAs that are experiencing outsized growth while keeping sight of their first priority: the client. Read

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2023 issue

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