4 INVESTMENT ADVISOR DECEMBER 2020 | ThinkAdvisor.comDepartmentsBeginnings
Washington Watch
12 | Washington in Transition
Industry Insights
14 | Scratch Works’ Season 3
Invests $5 million inWealthtech Startups
VIP Q&A
16 | Jeremy Siegel: Christmas IsComing Early for the Stock Market
ETF Advisor
18 | ‘Secure Act 2.0’ Could ExpandUse of ETF-Like Options inVariable Annuities
ESG Horizons
19 | Labor Finalizes ControversialESG Rule
Alternative Investments
20 | Fidelity Is Expanding ItsDigital Assets Platform
Portfolio Perspectives
21 | 5 Market Predictions Based onElection Results
Women in Wealth
22 | Doctor-Turned-Advisor IsDiscovering New Ways to HelpClients
RIA Lessons & Leaders
24 | Advisory Industry GrowthKeeps Chugging
Conclusions
Retirement Planning
41 | 3 Ways to Manage Sequenceof Returns Risk in Retirement
Broker-Dealer Beat
43 | How the WirehousesPerformed in Q3’ 20
Compliance Coach
45 | Heed the New Guidance onForm CRS
The New School
48 | 3 Ways to Improve Your 2021Columns
The Playing Field
37 | Updates to Custody, AdRules Nearing the Finish Line
By Melanie Waddell
The custody rule is confusing, and theoutmoded ad rule hampers advisors’ability to use social media.
The Fast Track
39 | Growing Beyond Goals
By Angie Herbers
Making lists of what to achieve canactually hamper what you attain.
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“The risk of using tightlydefined goals is that itmay limit our ability tounderstand everythingwe can achieve, which islikely to be far more thanwe’ve ever imagined.”
—Angie Herbers
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8 | Editor's Note
47 | Advertiser's Index
47 | Classifieds
