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<br /> A NEW TWIST ON CHARITABLE TONY HAWK ON HOW HIS ADVISORS PICK THEIR<br /> DONATIONS AND IRAS p. 34 ADVISOR ROLLS p. 50 FAVORITE APPS p. 14<br /> July/August 2018<br /> Diversity<br /> Advisors who stand out from the crowd<br /> SHOW YOUR CLIENTS THE POWER OF WEALTH + HEALTH<br /> The story of retirement is being rewritten. It's no longer a brief period<br /> at the end of life. It's a dynamic life stage as important as any other.<br /> Help your clients appreciate what it means to live longer — and better.<br /> Discover the Wealth + Health connection at Transamerica.com/longevity<br /> ©2018 Transamerica Corporation. All Rights Reserved. 26298_ADBRP0418<br /> Editor-in-Chief DAVID ARMSTRONG<br /> david.armstrong@informa.com<br /> Managing Editor DIANA BRITTON<br /> diana.britton@informa.com<br /> Senior Wealth Planning Editor DAVID LENOK<br /> david.lenok@informa.com<br /> Staff Writer MICHAEL THRASHER<br /> michael.thrasher<a title="July 2018 page 1" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=1"> A NEW TWIST ON CHARITABLE TONY HAWK ON HOW</a> <a title="July 2018 page 2" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=2"> SHOW YOUR CLIENTS THE POWER OF WEALTH + HEALTH T</a> <a title="July 2018 page 3" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=3"> Editor-in-Chief DAVID ARMSTRONG david.armstrong@i</a> <a title="July 2018 page 4" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=4"> CONTENTS July/August 2018 PRACTICE MANAGEMENT</a> <a title="July 2018 page 5" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=5"> </a> <a title="July 2018 page 6" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=6"> EDITOR'S LETTER Advisors Don't Have to </a> <a title="July 2018 page 7" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=7"> REPORTS From the Front Carson Group Expec</a> <a title="July 2018 page 8" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=8"> REPORTS Massachusetts' Galvin Investigating Pr</a> <a title="July 2018 page 9" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=9"> REPORTS Raymond James Chooses New Leader of Priva</a> <a title="July 2018 page 10" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=10"> REPORTS Trends in Financial Advisor Compensation </a> <a title="July 2018 page 11" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=11"> PRACTICE MANAGEMENT The New Buyers: F</a> <a title="July 2018 page 12" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=12"> PRACTICE MANAGEMENT / The New Buyers: Familiar Na</a> <a title="July 2018 page 13" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=13"> FIDELITY CLEARING & CUSTODY SOLUTIONS Powering tr</a> <a title="July 2018 page 14" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=14"> PRACTICE MANAGEMENT How to Meet Affuent </a> <a title="July 2018 page 15" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=15"> PRACTICE MANAGEMENT My Life As A Cli</a> <a title="July 2018 page 16" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=16"> PRACTICE MANAGEMENT Ten Best Mobile Apps for Ad</a> <a title="July 2018 page 17" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=17"> PRACTICE MANAGEMENT Financial profession-</a> <a title="July 2018 page 18" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=18"> PRACTICE MANAGEMENT / Ten Best Mobile Apps </a> <a title="July 2018 page 19" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=19"> THERE'S A NEW NAME FOR PRUDENTIAL MUTUAL FUNDS: </a> <a title="July 2018 page 20" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=20"> PRACTICE MANAGEMENT / Ten Best Mobile Apps </a> <a title="July 2018 page 21" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=21"> INVESTMENT Do Long/Short Equity Funds</a> <a title="July 2018 page 22" href="https://secure.viewer.zmags.com/publication/e012c5aa?page=22"> INVESTMENT / Do Long/Short Equity Funds Work? 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