Page 6 - Investment Advisor June 2021

Departments VOL. XLI NO. 6
JUNE 2021

Columns
1 | ThinkAdvisor.com 47 | Advertiser's Index
8 | Editor's Note 47 | Classifieds The Playing Field

37 | Reactions From the Front to
Secure 2.0
By Melanie Waddell
The sweeping retirement bill still has
to be passed by Congress, yet many
provisions have caused confusion,
say experts.

The Fast Track

39 | What Are the 4 Key Drivers
of Advisory Firm Growth?
By Angie Herbers
Most owners think in terms of
improving valuation, revenue and
profits. But underlying actions must
be taken first.

Beginnings

Washington Watch Tax Time
10 | SEC’s Peirce Pushes for More 18 | Wade Pfau Makes Case
Accredited Investor Rule Changes for Raising Top Social Security
Claiming Age to 72
Industry Insights
Portfolio Perspectives
12 | New Custodian Axos Eyes
the Prize 20 | Buffett’s Investments: Conclusions
The ‘Great,’ the ‘Good’ and the
ETF Advisor ‘Gruesome’ Retirement Planning

14 | Market for Ultra-Short Active RIA Lessons & Leaders 42 | Top 9 Retirement Changes
Bond ETFs Grows in ‘Secure 2.0’ Bill That’s Headed
22 | 5 Top Sales Insights From to House
ESG Horizons Robert Cialdini
Wealth & Risk
16 | How to Bridge the ESG Divide Women in Wealth
Alternative Investments 24 | Samantha Russell: Don’t 46 | How Advisors Can Help
Clients Understand Increasing
Become the Next Blockbuster P&C Insurance Rates
17 | Evergreen Funds Offer
Institutional Access to Individual Envestnet Awards Compliance Coach
Investors
26 | In a Year Like No Other, 48 | How Will the Pandemic
Active Managers Stayed Agile Change Regulation?

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4 INVESTMENT ADVISOR JUNE 2021 | ThinkAdvisor.com