As the US nears its 250th birthday, can this exceptionalism continue, or will valuations, AI and the dollar change the outlook?
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US Stocks Have Led for 16 Years. Is That About to Change? -
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.
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Why Great Marketing Won't Save Weak Positioning If your marketing feels like it's straining, where would you look first — at the marketing, or at the layer sitting underneath it?
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AI Is About To Expose Every Weakness in Your Advisory Practice Let’s be honest about what’s actually happening.
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Affluent Clients Are Craving Something Most Brands No Longer Deliver We spend so much time in business talking about innovation, automation, efficiency, scalability, optimization, and digital transformation.
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Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now After a volatile first quarter, equity markets have shown welcome resilience, with returns improving meaningfully through April and into May.
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She’s Not a Niche—She’s the Future of Wealth It is about building a firm that is structurally ready for where wealth is going. And that is a business conversation.
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17 Rules the Best Financial Advisors Never Break Every call, every meeting, every message—your energy sets the tone. You’re not selling investments; you’re transferring conviction.
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When Prospects Ask, “Why Should I Pay for Financial Advice?” Everyone knows advice is not free, it is at someone’s expense, and someone is hoping to get a payday from delivering the free stuff.
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Want to Be a Top 20% Financial Advisory Firm? Start With Your People. They build their own practice and carry many hats. But they run out of time when it comes to running the business.
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Why Selling, as It Is Taught, Creates the Problem It Tries to Solve Trust is the new skill worth learning. And the first step toward it is recognizing what in the current approach is making trust difficult to build.
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12 Reasons Why You Should Sweat the Small Stuff Your client needs to be aware what they are getting paid on free cash balances and what they are paying on borrowed money.
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The Advisor Talent Crisis Nobody Is Talking About As the financial advisory industry faces a significant generational shift, it’s crucial to understand the evolving landscape and how firms can adapt.
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Your Client Agrees With Everything You Say. That Might Be the Problem. The clients who trust you most deeply are often not the easiest clients. They’re the ones who ask difficult questions.
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Think You Don’t Need a Financial Advisor? Read This First. Good Luck Investing on Your Own. A few things to consider before you decide you don't need a Financial Advisor
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The Hidden Cost of Waiting Too Long Hidden costs spread quietly — across finances, career, health, emotional life. They don't announce themselves.
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The Financial Decisions Widows Should Never Rush Giving yourself permission to slow down is creating space for thoughtful decisions that reflect both your financial future and your emotional well-being.
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Financial Plans Should Evolve as Life Changes—Here’s How To Stay on Track The strongest financial plans are not the ones that remain unchanged, they are the ones that evolve thoughtfully over time.
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Most Financial Advisers Aren’t What You Think They Are When things go wrong with a financial adviser, clients almost never blame the adviser first. They blame themselves.
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Should You Open a Trump Account for Your Child? What Parents Need To Know If you have children younger than 18, should you open one of these 530A accounts for them?
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Your Emergency Fund May Be Smaller Than You Think This foundation allows you to build all other wealth, which is why it is so important to get it right.
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Your Personal Brand May Now Be Your Most Valuable Asset We all know that companies will evolve, platforms will change, algorithms will change and careers will shift.
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Healthcare Prices Have Nearly Doubled the Inflation Rate. Here’s Why Success in health reform requires the sector to look like other growth industries with high productivity increases and lower than average price growth.
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Your Team Isn’t Resisting Change. They’re Exhausted From It. Shifting priorities, and demands to do more with less, their capacity to absorb another change is running low. That’s change fatigue.
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Food Inflation Starts Long Before You Reach a Grocery Store Even before this heatwave, the general math for food animals is already bad. Animals are inefficient calorie converters.
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Your Brain Is Wired To Make Investing Harder Than It Should Be It begins with a simple truth: our brains were never designed to think naturally in terms of probabilities.
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Has Financial Disclosure Reached a Breaking Point? As is almost always the case with these debates, there is both truth and hyperbole on both sides, and I will try to thread the needle.
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Clients Don’t Pay for Agreement. They Pay for Judgment. A senior wealth manager said something to me last week that I haven't stopped thinking about. My job isn't to tell clients what they want to hear.
Questions for Financial Advisors To Ask Clients About Taxes and Charitable Giving
Download a PDF of this article Talking about charitable giving is one of the most effective ways financial advisors can connect clients' values with tax-smart financial planning.
By DAFgiving360™
Wall Street’s 20% Bear Market Rule Is Breaking Down in Modern Markets
After three decades of watching market cycles play out from both sides of the trade, I’ve come to a simple conclusion: Wall Street’s love of simple rules is one of the most dangerous aspects of investing.
By Lance Roberts
Forget Nvidia? Why Micron Just Became AI’s Hottest Stock
Congrats to Micron (MU). It just broke into the top-10 largest American stocks, which is a big deal in our Disruption Investing framework.
By Chris Reilly
Top Articles
The Dollar Isn’t Dying — It’s Expanding Its Global Grip
Dollar dominance isn’t fading. In fact, the events of late April 2026 just delivered the loudest counter-signal in years.
By Lance Roberts
Relationships Are the True Currency of Life and Business
When we practice this kind of perspective-taking, and extend it to learning on our own, walls come down.
By Ted Rubin
The Financial Advisor Who Made Me Feel Like the Only Client They Had
The ones they have referred without being asked. The ones they call first when something changes in their lives.
Successful Owners Don’t Exit From Something—They Exit To Something
The Discipline Behind the Firm You Would Actually Build Today
Curious if Autocallable Growth Works? Use the Rule of 72
Broadly speaking, most investors and advisors who have been trading for a while are well aware of the Rule of 72.
Advisors: Where Do You Add Value?
In the continual search for differentiation strategies and creating a strong sense of “value received” by clients one of the ways to think about
Featured Partners
Retirement income resources for client conversations.
Income planning, withdrawal strategy, longevity risk, and client-ready conversation tools.
Health planning is wealth planning.
Coordinate care, home, estate, and lifestyle support before a client need becomes urgent.
Be the first call when life changes.
Structured playbooks help advisors guide family, care, and planning decisions with more confidence.
The Autocallable ETF conversation.
A focused resource for advisors explaining defined outcome strategies and growth exposure.
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Your Next Client Was Referred to You. Then They Googled You.
Molly shares what advisors can do to strengthen that next step and make sure their marketing supports the tried and true referral process.
By Bill Cates
12 Reasons Prospects Hire Another Advisor Instead Of You
Want to know the 12 reasons why prospects hire another advisor instead of you?
By James Pollard
Time Is Worth More Than Money—So Why Aren't You Investing Like It?
Challenge that mindset and explore why buying speed, guidance, and systems is often one of the smartest investments you can make.
10 Things I've Learned From 10+ Years Of Helping Advisors
I'm giving you 10 of my best secrets I've learned from spending more than a decade helping financial advisors grow their businesses.
Trust Is Currency: 3 Ways Financial Advisors Can Earn It Faster
Cuts straight to what actually builds trust with new audiences in 2026. Not better branding. Not more content. Three things
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Top seven stories, seven days a week .
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Markets
Market context, chart-driven reads, and advisor-ready capital-market perspective.
- The One Signal Behind Every 20% Market Decline in 151 Years Lance Roberts
- Three Charts Explaining Today’s Biggest Market Risks Lance Roberts
- Investors Are Watching Margin Debt All Wrong Lance Roberts
Fixed Income
Bond-market context, yield strategy, and fixed-income portfolio construction coverage.
Active Investing
Active-management perspective, portfolio positioning, and manager commentary.
Strategists
Strategist views, model positioning, and market commentary for advisor conversations.
- The $58 Billion Defense Boom Has a Problem: America Can’t Build Fast Enough Frank Holmes
- AI’s $1.65 Trillion Debt Story Is Mostly About One Company Michael P. Lebowitz
- Markets Are Raising Rates Even as Fed Stands Still Matt Gentzkow
Advisor Tools
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Business Growth
Practice growth, firm strategy, client communication, and advisor business development.
Technology
Advisor technology, fintech, workflow automation, and firm productivity coverage.
- Slant’s Client Tree Points to the Future of Advisor CRM Douglas Heikkinen
- Key Insights From the 2026 T3 Conference Bill Hortz
- WealthTech Failures Start Before Software Even Shows Up James Cantwell
Artificial Intelligence
AI, automation, and emerging intelligent tools for advice businesses.
- Authority Drift: When AI Recommendations Quietly Become Decisions Guest Contributor
- AI Is Redefining Disability One Financial Decision at a Time Chris Skinner
- We're So Busy Spotting AI That We're Missing the Message Molly McClure
ETFs
Exchange-traded fund coverage, portfolio construction, and product education.
Research
White papers, charts, studies, and research-backed advisor resources.
- AI Could Create More Jobs Than It Destroys. Here’s How Guest Contributor
- Why 42% of Clients Say They Refer—But Advisors Meet Only 4% of Them Julie Littlechild
- The AI Boom Has a Water Problem Investors Can't Ignore Alliance Bernstein
Future of Advice
Industry change, advisor business models, and the evolving client experience.
Retirement Planning
Retirement planning, withdrawal strategy, and client income conversations.
- The Best Financial Advisors Are Starting to Act Like Teachers Guest Contributor
- Retirement Fears Are Cooling. Here’s How Advisors Can Turn Anxiety Into Action David Conti
- Retirement Changes More Than Your Paycheck Gregory DuPont
Annuities
Annuity strategies, product education, and guaranteed-income planning context.
- Annuities Can Do More Than Create Lifetime Income Guest Contributor
- Annuities Have a Feature Most Owners Never Use Guest Contributor
- A New Golden Age of Annuities Is Here Todd Shriber
Insurance
Insurance planning, risk transfer, and client protection strategy coverage.
Personal Finance
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
- Think You Don’t Need a Financial Advisor? Read This First. Don Connelly
- The Hidden Cost of Waiting Too Long Guest Contributor
- The Financial Decisions Widows Should Never Rush Guest Contributor
Alternative Investing
Alternatives, private markets, cryptocurrency, and portfolio diversifier coverage.
- Oil Surged, Gold Dropped: What This Market Signal Means Golden Meadow
- India Just Gave Silver a Major Boost That Most Investors Missed Golden Meadow
- A War Couldn’t Lift Gold. Can Peace Save It? Golden Meadow
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Point-of-view essays, columns, and contributor perspective for advisor conversations.
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