3 top technology trends for financial advisors in 2023
By Spenser Segal
The pace of technological change continues to accelerate efficiencies and increase the capabilities available to advisors. Find out how current trends—increasing technology capability, integration and artificial intelligence, and big data—can increase advisors’ revenue, profits, and employee and client satisfaction.

Preparing the next generation of planners with “soft skills”
By Kimberly Watkins
What must we accomplish in preparing the next generation of financial planners? “Soft skills” are essential to future planners’ success. Six soft skills, including networking and “self-of-the therapist” work, are particularly important.

Top 5 exam priorities in 2023 for SEC-registered investment advisors
By Cary Kvitka
Compliance is a moving target. With many subjects to track, what should RIAs expect from SEC regulatory exams in 2023? Bad news first: Don’t expect examinations in 2023 to be any easier. Your best strategy is to focus on high-risk areas identified by this article.

College application trends and how advisors can help clients navigate them
By Cozy Wittman
Advisors are uniquely positioned to help keep longer-term goals like retirement at the forefront of the conversation around how much a family can afford to pay for college. To help families, however, advisors need to understand the actual college application and acceptance landscape.

Looking ahead with NAPFA’s new strategic framework
By Jeff Jones
Over the past year, the NAPFA Board of Directors and staff worked closely with McKinley Advisors, a leading association consulting firm, to develop the new strategic framework for 2022–2025.

DEI at NAPFA
By Jadah Riley
NAPFA’s Diversity, Equity, and Inclusion (DEI) Initiative will build on a successful 2022 as it enters 2023 with a full agenda for the upcoming year.

Why does home country bias exist in investing—and what should you do about it?
By Linda Leitz
Many investors choose U.S.-based companies over international ones, an example of what’s known as home country bias, home bias, or home equity bias. This isn’t limited to individual investors, it’s also present in institutional investing and in managed portfolios. 

NCEF programs, NAPFA conference and regional symposiums, 
BLatinX internships, and more in the December issue

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