Image For Activity Cover
September 2024 NAPFA Advisor Magazine - Full Issue
NAPFA Advisor | Sept. 2024
Issue: September 2024

Full Issue

 

INSIDE THIS ISSUE

TECHNOLOGY

  

The Impact of AI and Technology on RIAs
By Leila Shaver
The advent of AI and advanced technology has significantly transformed the financial services industry, bringing forth both opportunities and challenges. Registered investment advisers (RIAs) are at the forefront of this transformation, but with these advancements come critical compliance, legal, and data privacy considerations RIAs must navigate to mitigate risks and liabilities.

Read More

 

TECHNOLOGY

A group of people in a meetingDescription automatically generated

  

The Advisor's Survival Guide to Open Enrollment
By Christine Simone
Open Enrollment is a crucial time for many clients to adjust their coverage, but too often people assume keeping the same coverage year after year (as long as their monthly premium rate doesn’t skyrocket) is a safe strategy. However, as you’ll see in this article, many factors impact what makes an “optimal” health plan choice.

Read More

 

CLIENT SERVICE

A person and person standing in front of a gateDescription automatically generated

  

Leveraging Home Equity to Address Volatility, Longevity, and Sequence Risk
By Longbridge Financial
Today’s retirees are increasingly facing financial challenges, most notably due to rising inflation and increasing debt burdens. With these major challenges impacting today’s retirees, there is an imminent need to create strategic sources of funds in retirement. 

Read More

 

FEATURES

PRACTICAL OBSERVATIONS

A person wearing glasses and a scarfDescription automatically generated

  

Reflecting on Nearly Four Decades at the Same Firm: a Journey of Growth and Leadership
By Yonhee Choi Gordon
Looking back, my journey has been one of growth, learning, and leadership. From a young employee eager to make her mark to a seasoned advisor and mentor, I am grateful for every experience and lesson learned. Here’s to the next chapter and to continuing to uphold the values that have made our profession what it is today. 

Read More

 

COACH'S CORNER

A person sitting in a chair with a computerDescription automatically generated

  

Don't Overlook This: How RIAs Can Leverage Productization to Scale
By Charesse Spiller
As a financial advisor, you have built your practice around one-on-one services, tailoring your approach to each client’s unique needs. While this might seem like the gold standard in client care, it’s important to recognize the limitations—especially when it comes to scaling your business.

Read More

REGULATORY/LEGISLATIVE

A person in a grey shirtDescription automatically generated

  

Promoting Fiduciary Standards and the Financial Planning Profession
By Michael A. Watkins
The NAPFA Public Policy Committee focuses its efforts on important issues and trends that affect NAPFA members and the financial planning profession. To place the committee’s work in context, it’s helpful to review NAPFA’s policy goals, partners that help NAPFA magnify its national impact, and current policy objectives and achievements. 

Read More

IN EVERY ISSUE

FROM THE CEO

A person smiling at cameraDescription automatically generated

  

See You in Nashville!
By Kathryn Dattomo

Read More

 

PRACTICE PROFILE

A person smiling at cameraDescription automatically generated

  

Jen Dawson, CFP® of Hemington Wealth Management

Read More

 

Summary
Availability: On-Demand
Cost: FREE
Credit Offered:
No Credit Offered
Recommended
Powered By