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Latest
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Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. -
Most Financial Advisors Talk Prospects Out of Becoming Clients -
AI Is About To Expose Every Weakness in Your Advisory Practice -
Affluent Clients Are Craving Something Most Brands No Longer Deliver -
Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now -
She’s Not a Niche—She’s the Future of Wealth -
The Overspending Retiree in a Rising Stock Market
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Most Financial Advisors Talk Prospects Out of Becoming Clients -
Affluent Clients Are Craving Something Most Brands No Longer Deliver -
She’s Not a Niche—She’s the Future of Wealth -
Advisors: Where Do You Add Value? -
Most Prospects Want To Hire You—They Just Don’t Know How -
The Advisor Clients Never Leave -
Five Ways AI Will Likely Transform Wealth Management Operations
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Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. -
Most Financial Advisors Talk Prospects Out of Becoming Clients -
AI Is About To Expose Every Weakness in Your Advisory Practice -
Affluent Clients Are Craving Something Most Brands No Longer Deliver -
Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now -
She’s Not a Niche—She’s the Future of Wealth -
The Overspending Retiree in a Rising Stock Market
11 Most Read Articles of the Week
1. The Advisor Clients Never Leave There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge or the breadth of services they offer.
The AI Bubble Warning Wall Street Doesn’t Want to Hear
Given the strong correlation between oil prices and CPI, the type of normalization could profoundly reduce CPI and, with it, sharply reduce bond yields.
The Organic Growth Crisis in Wealth Management
To better understand these industry shifts and the emergence of AI-native growth systems in wealth management
Of High Interest
SpaceX Mania Meets a New Fed Chair: The Market Risks Investors Can’t Ignore
Make no mistake. The SpaceX IPO will be enormous, and the company is one of the most impressive of our generation.
Most Prospects Want To Hire You—They Just Don’t Know How
Which is almost embarrassing to admit, because I spend my days helping RIA leaders with exactly this kind of thing.
11 Most Read Articles of the Week
The role of artificial intelligence (AI) in the middle and back office is rapidly evolving from experimental innovation to embedded infrastructure.
The Advisor Clients Never Leave
The clients who have it, who experience it from the beginning and continue to experience it across years and sometimes decades, do not leave.
The Rich Are Quietly Preparing for a Less Stable World
The wealthy are preparing for a world that feels more divided, more political, and less predictable.
Newsletter
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Channels
Browse all channels Market Intelligence
Market context, chart-driven reads, fixed income, ESG, and strategist talking points.
- The End of the Magnificent 7 Trade? Market Leadership May Be Rotating By Lincoln Financial
- Software Stocks May Be Preparing for a Powerful Comeback Against Semiconductors By Lance Roberts
Active Insights
Active-management perspective, portfolio positioning, and manager commentary.
Practice Growth
Practice management, technology, growth, and client communication ideas for advisors.
- Most Financial Advisors Talk Prospects Out of Becoming Clients By Don Connelly
- Affluent Clients Are Craving Something Most Brands No Longer Deliver By Molly McClure
- She’s Not a Niche—She’s the Future of Wealth By Lisa Hinz
Retirement & Income Planning
Income planning, withdrawal strategy, annuities, insurance, and client retirement conversations.
- The Overspending Retiree in a Rising Stock Market By Bryce Sanders
- When Not to Give Advice: Why Timing Matters More Than Being Right By Tom West
- Women, Wealth & Stewardship: Navigating the Great Wealth Transfer By Guest Contributor
Opinion
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- 11 Most Read Articles of the Week By Douglas Heikkinen
- 11 Most Read Articles of the Week By Douglas Heikkinen
- 11 Most Read Articles of the Week By Douglas Heikkinen
ETF
Exchange-traded fund coverage, portfolio construction, and product education.
Artificial Intelligence
AI, advisor technology, workflow automation, and firm productivity coverage.
- Next-Generation Wealth Transfer Will Reward Advisors AI Can Find By Lisa Hinz
- AI Infrastructure Spending Is Becoming a Major Driver of US Economic Growth By Michael P. Lebowitz
Research
White papers, charts, studies, and research-backed advisor resources.
- The AI Bubble Warning Wall Street Doesn’t Want to Hear By Michael P. Lebowitz
- Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. By Todd Shriber
- Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now By Orion
Future of Advice
Industry change, advisor business models, and the evolving client experience.
- The Organic Growth Crisis in Wealth Management By Bill Hortz
- AI Is About To Expose Every Weakness in Your Advisory Practice By Grant Hicks
- The Rich Are Quietly Preparing for a Less Stable World By Nigel Green