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IBDs face hard times in 2020
A decline in assets and cuts to interest rates spell a sharp hit to IBD revenue this year
A better way of giving
Easy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk about
DAFs are easier to establish, administer than private foundations
But foundation advocates say they allow more sophisticated philanthropy than a DAF
Eyes wide shut
Advisers have a blind spot when it comes to nontransparent ETFs
The new essential
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
