Financial Planning Magazine - October 2023

IBD ELITE 2023: WHAT THE HECK IS AN OSJ?

Experts from Bank of America Private Bank and other wealth firms share top tips on how to help clients and advisors connect with heirs.

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

A lawyer representing advisors warns the new rule will drive the forum fees of arbitration hearings well above $10,000.

The Wall Street regulator tweaked how it handles frequent inspections after the GAO uncovered shortcomings in its practices two years ago.

Kostiantyn and Kseniia Dmitriiev survived the war in Ukraine. Can they survive the U.S. economy?

The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.

Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

Assets in the alternative class soared by more than 100% in the past five years. Here's why some investors see opportunity in the current economic environment.

AdvisorFinder is introducing a new AI-powered content creator for wealth managers. But the fintech's founder says advisor expertise will be needed to tap into its true potential.

The potential of large language models is vast — but so are the pitfalls if not used ethically and in accordance with industry regulations.

Clients — and financial advisors — should ask these three questions when asked to divulge their Social Security number.

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