July / August 2023 www . fa-mag . com

Here ’ s Looking At You , Retirement

Like certain movie lines , some people ’ s retirements will be improvised .

KNOWLEDGE FOR THE SOPHISTICATED ADVISOR

‘ Knock Yourselves Out ’

What if we told pre-retirees to go ahead and spend instead of save ?

Is AI Cool For Wealth Management ?

Advisors figure out how to make friends with machines .

A Lurking Threat

Will your custodian leave you on the hook for cybercrimes ?