Editor's Note

Guiding Clients Through Uncertain Times

April J. Rudin

Wealth Management Is Now a Design Industry

Scott D. Welch, CIMA^®
Ryan Krystopowicz , CFA^®

Projecting Wealth Transfer Through 2045: HNW Practices Prioritize Engaging Next-Gen Clients

Chayce Horton

Comparison of a Family Trustee and an Advisor-Focused Trust Company: Pros and Cons

Christopher Holtby, CIMA^®, CPWA^®

Staying Ahead of Risk as Lifespans and Life Complexity Expand

Andrea L. Dykes, CFP^®

Tax Strategies for the Sale of a Business

Robert Keebler, LLM, JD, CPA, MST, AEP^®

Charitable Expertise Strengthens a Holistic Advisory Practice: To Build a Family Legacy, Turn to Philanthropy

Hannah Shaw Grove

The Case for Using Advisory Variable Annuities with High-Earning and High-Net-Worth Clients

K. Orian Williams, JD, LLM, CFP^®

Highlights of the SECURE 2.0 Act

Tim Steffen, CPWA^®, CPA/PFS, CFP^®

Leadership Profile: Christine Gaze, CFP®, CIMA®

Christine Gaze, CIMA^®, CFP^®

2023 Investor Research: Celebrating Success and Uncovering Lurking Risk

Julie Littlechild

Adapting to Growing Private Markets: A Playbook for Practice Success

Colin Kennedy
Daniil Shapiro, CFA^®

Investments & Wealth Institute Appoints Avi Sharon as Editorial Advisory Board Chair