WA MAGAZINE JanFeb PDF A - Flipbook - Page 5
I N S IDE
JAN/FEB 2025
DEPARTMENTS
6
UpFront
Advisors’ take on private equity. Plus: Alts writ
large, donor-advised funds, the death of estate
planning, and MORE.
16
All This and Artificial Intelligence
Publisher Jerry Cooper takes the industry’s
pulse and offers insights on AI and Wealth
Advisor TV.
20
New Name, Same Vision:
“Buckingham” Is Now Focus
Focus Partners Advisor Solutions carries
forward the Buckingham legacy.
24
Cullen Opens Up to
Exchange-Traded Portfolios
Leaders from value powerhouse Cullen Capital
Management share their ETF vision.
28
Advisors Talk, We Listen:
The Future of DI
Understand what’s driving the democratization
of direct indexing strategies.
31
The Advisor Stays in the Estate Plan
Our readers assess the value of trust services
and estate planning.
33
Cheetah’s Great Leap
Cheetah positions itself for the convergence
between RIAs and trust companies.
34
The Big Idea: Hit “Snooze”
on Overnight Trading
More time to play the market doesn’t equal
better client outcomes.
10
COVER:
The Top ETF Innovators of 2025
Meet the fund managers who are leading the ETF charge.
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