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Issue

Jul/Aug: Future of Wealth Management

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Articles

Editor's Note

The Future of Wealth Management

Anthony B. Davidow, CIMA®

Financial Advisor Fee Trends and the Fee Compression Mirage

Derek Tharp, PhD, CFP®

RIA Consolidation: Addressing a Competitive Yet Expanding Market Opportunity

Stephen Caruso

Sustainability and Succession: Foundation of a Powerful Enterprise

David Grau, Sr., JD

Wealth Managers' Hidden Lead over Robinhood

April J. Rudin

The Big Five Personality Traits: Understanding Clients' Personalities to Support Successful Outcomes

Herman Brodie

Communicating Clearly About Investment Objectives and Risks

Karyn Williams, PhD
Harvey Shapiro

Cryptocurrencies and Digital Assets: Market Structure, Risks, and Opportunities

Keith Black, PhD, CAIA®, CFA®, FDP

Everything You Need to Know About X

Michael S. Falk, CFA®, CRC
Edward Gjertsen II, CFP®

Machine Learning for Investment Management

Richard P. Roche, CAIA®

Leadership Profile: Elizabeth 'Libet' Anderson

Elizabeth "Libet" Anderson, CIMA®

Inside The Institute

2021 Investor Behavior in a Market Crisis

New Certification Opportunities, Recent Certificants