Articles by Douglas Heikkinen
- Opinion
11 Most Read Articles of the Week
Whether it’s by way of gray divorce, becoming a widow or simply not getting married in the first place, a growing number of retirees are single.
- Opinion
11 Most Read Articles of the Week
Across financial services, AI is transforming research, report writing, client communications, data analysis and administrative functions.
- Opinion
11 Most Read Articles of the Week
Is Your Inner Circle Holding You Back? It’s time to start thinking about your personal board of directors.
- Opinion
11 Most Read Articles of the Week
- Opinion
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.
- Future of Advice
The New Wealth Management Advantage Is Integration
The best advisors are not simply managing assets anymore. They are helping coordinate the many moving parts that surround wealth, family, and identity.
- Opinion
11 Most Read Articles of the Week
Despite the market uncertainty and geopolitical noise of 2026, earnings expectations have remained strong.
- Future of Advice
The Future of Advisor Technology Is Here, and It Starts With Dynasty
The message is clear: the goal is not to replace advice with software. The goal is to make great advice easier to deliver.
- Active Investing
What Advisors Should Really Understand About the AI Super Cycle
Feagans is not approaching AI as a single-stock story nor treating it like a magic label that can be slapped onto any company with a press release
- Opinion
11 Most Read Articles of the Week
There millions of women in the U.S. that are likely balancing family and work while entering the most financially crucial period of their lives.
- Money & Life
Why Advisors Should Care About the Stories Behind the Assets
This matters for investors too because the next generation will inherit not just money, but expectations and decisions.
- Future of Advice
Independence Is No Longer the Finish Line: What Advisors Build Next
The real opportunity is in helping advisors build stronger businesses, not just freer ones.
- Opinion
11 Most Read Articles of the Week
Forgive the casual term, but advisors and clients alike are to be forgiven if they characterize 2026 market action as downright weird.
- Research
Why Simplicity May Be the Most Underrated Investment Advantage
Advisors are under pressure to separate what is merely popular from what is actually useful in a client portfolio.
- Opinion
11 Most Read Articles of the Week
Acquiring a financial advisory practice isn’t just a deal—it’s a defining move that can launch your growth or ...
- Future of Advice
Why the Next Advantage in Advice May Be Simpler Than You Think
- Practice Growth
Slant’s Client Tree Points to the Future of Advisor CRM
- Opinion
11 Most Read Articles of the Week
Heightened bouts of volatility feels urgent in real time. Clients don’t experience markets as smooth, long-term compounding machines
- Business Growth
What Advisors Can Learn From Bonnie Treichel’s Retirement Sketchbook Approach
One of the most memorable parts of the conversation came when Treichel discussed people who do not want to retire in the traditional sense.
- Business Growth
How Smartria Is Turning AI Into a Practical Compliance Tool for RIAs
Better compliance systems can support stronger execution, more consistent communication, and less operational drag across the business.
- Opinion
11 Most Read Articles of the Week
Given the numbers, it is prudent to prepare for a retirement that could last 30 years or more.
- Future of Advice
Why Pebble Finance Could Change How Advisors Explain Portfolios
Pebble Finance is building that bridge by turning market complexity into plain-English insight and portfolio experiences that feel more human.
- Future of Advice
Envestnet’s Sean Meighan on the Future of RIA Growth, Tech, and Personalization
For financial advisors, the key takeaway from Meighan’s interview is that the future of the business will reward clarity.
- Opinion
11 Most Read Articles of the Week
There are 10 letters in the word “volatility,” but in investing circles, it’s often seen as a four-letter “dirty” word.
- Active Investing
TCW’s Jeff Katz on AI, Discipline, and Where Fixed Income Still Creates Opportunity
- Business Growth
Why Tax Is Becoming the New Foundation of Wealth Management
At a time when clients expect more integration and more relevance from their advisors, that is a compelling proposition.
- Future of Advice
Democratizing Advice: Cetera’s Plan to Reach the Next Million American Investors
This is still a people business—but the firms that win will be those that put powerful technology behind the human relationship.
- Opinion
11 Most Read Articles of the Week
Geopolitical risk has moved from a background concern to a central portfolio variable.
- ETFs
The New Income Engine: Calamos’ Autocallable ETFs and Structured Protection for a Choppy Market Era
Rather than treating volatility as something to fear, CAIE is designed to harvest it as a systematic source of income.
- Future of Advice
How Zocks Uses AI to Make Advisors More Human
Connecting AI-driven structured data directly into custodial workflows could remove one of the last major bottlenecks in the client experience.
- ETFs
From All Weather to Gold: Inside State Street’s Playbook for Today’s Uncertain Markets
Mazza urges advisors to be tactical and intentional about what’s actually in client portfolios.
- Opinion
11 Most Read Articles of the Week
The S&P 500 extended its losing streak to three consecutive weeks, the first such run in roughly a year.
- Future of Advice
From Data to Judgment: How Envestnet’s AI Is Redefining Advisor Alpha
AI in wealth management is maturing fast, but most of the conversation is still stuck on surface-level applications like meeting notetakers.
- Active Investing
American Beacon’s Answer to the Scale Problem in Modern Advice
In a world obsessed with ETFs, Stumm is quick to point out that structure still matters — and sometimes the old‑school option is the right one.
- Opinion
11 Most Read Articles of the Week
There’s an angle in the Women and Wealth discussion that keeps getting overlooked, and it is one I believe holds real opportunity.
- Opinion
11 Most Read Articles of the Week
In a world where markets move faster, headlines hit harder, and investor sentiment whipsaws between fear and euphoria
