Wealth Advisor Magazine September 2024 Edition - 5

INSIDE
DEPARTMENTS
SEPT/OCT 2024 / ISSUE 4
UpFr 6 ont
Retirement plan sponsors welcome third-party consultants.
Plus: compliance for evolving tech is top of mind, strategists
doubt the bulls, and MORE.
16
The Waze of Wall Street
Introducing 1-ClickTrade, a groundbreaking platform for
navigating the complex world of ETFs and wealth management.
20
Hull Tactical: Big Science
Petra Bakosova shares her creative quant strategy for
enhancing S&P 500 returns while controlling volatility.
24
What Just Happened at the
2024 TAMP Growth Summit?
Leaders from AssetMark, GeoWealth, Orion, and more
provide insights on how to " Start Smart, Scale Rich. "
26
Revolutionizing Investment Strategies:
How ETFs Are Shaping the Future
The ETF industry has far exceeded the expectations of its
creators and continues to offer innovative modernization.
28
Advisor-Friendly Trust Companies
Leverages AI for Enhanced Services
The 2024 AFTC's advanced AI offers elite estate
planning services.
30
Streamline with Model Portfolios
Models and SMAs are built for volatile times.
31
Direct Indexing Can Be a Key Advisor Tool
DI strategies can offer a pathway to greater value.
34
The Big Idea: Shut Up Already
Tune out the noise that crowds out focus.
10
COVER: FUTURE PROOF: BEACH,
BUSINESS, AND BREAKTHRUS
Making the most of Future Proof, the beach-side conference that offers big
sky, big water, big sun, and big opportunity to connect.
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Wealth Advisor Magazine September 2024 Edition

Table of Contents for the Digital Edition of Wealth Advisor Magazine September 2024 Edition