Guest Contributor

Retirement & Income Planning

Men and Women Retire Differently. Here’s What Retirement Plans Get Wrong

Longevity handed us the extra years. It did not fund them, and it did not tell us what to do with them. That part we design ourselves.

Aug 13

The Best Financial Advisors Are Starting to Act Like Teachers

A retirement plan a client doesn't understand carries a risk that has nothing to do with the plan's actual quality.

Aug 12

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.

Aug 12

Your Growth Problem May Not Be Marketing. Find the Bottleneck First

Growth usually slows at the narrowest point in the system. Before adding more marketing, find the constraint that's actually holding your firm back

Aug 11

The Hidden Cost of Waiting Too Long

Hidden costs spread quietly — across finances, career, health, emotional life. They don't announce themselves.

Aug 11

Research

AI Could Create More Jobs Than It Destroys. Here’s How

Jevons had its moment after DeepSeek, but applying it to the labor market is a new take, and Arun has the data to back it up.

Aug 10

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.

Aug 8

Business Growth

The Beliefs Keeping You From High-Net-Worth Clients

Nothing changes because their strategy was designed to protect their existing identity, not expand it.

Aug 8

Future of Advice

The $124 Trillion Opportunity Nobody in Wealth Management Is Talking About

$124 trillion is about to change hands in America through a settlement system that still runs at the speed of paper

Aug 7

Authority Drift: When AI Recommendations Quietly Become Decisions

I call this authority drift: what happens when the work mix changes but the authority decision is not revisited.

Aug 7

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.

Aug 6

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.

Aug 5

Most Website Projects Fail Before Design Even Starts

A new site can touch positioning, content, compliance, SEO, technology, lead generation, and the client experience.

Aug 5

Active Insights

Memory Chip Stocks Just Sold Off. Opportunity or Warning?

AI demand has transformed the memory market. Explore the opportunities, risks and outlooks for leading memory chip stocks.

Aug 1

Simple Marketing Fails Without This One Thing

The hard part is doing it well, week after week, month after month, while still running the rest of the business.

Aug 1

Don't Let Politics Derail Your Investment Plan

Political change, budget rumours and new tariffs can unsettle markets. Discover why staying invested remains the best strategy for long-term investors.

Jul 31

Mid-Year Equity Outlook: A Blurring Line Between Growth & Value

As we move into the second half, the market will increasingly look at 2027 numbers—consensus is for almost $400 of S&P EPS.

Jul 30

Should Financial Advisors Be Advertising on ChatGPT? We Spent $700 to Find Out

Didn’t generate the leads we wanted, but the results were interesting enough that I believe RIA firms should be paying attention.

Jul 29

Future of Advice

In the AI Age, Being Human Is Still a Financial Professional’s Best Asset

But for all its capabilities, AI still lacks one essential trait: It doesn’t care.

Jul 29

Stop Building Systems for Perfect People

It is also the fastest way to build something impressive that nobody ever uses. Here is what I keep learning the slow way.

Jul 27

Your Business Grew. Did Your Leadership?

But it's valuable to be reminded that as I get better, so do my training partners and competition.

Jul 27

AI Won’t Transform Your Company Until People Do

So the question every executive is actually deciding, whether they realize it or not, is this. Will AI make your organization more human, or less?

Jul 13

Most Business Problems Aren’t People Problems

One of the easiest mistakes a founder can make is solving the wrong problem.

Jul 13

Most Leadership Problems Begin With Conversations, Not Strategy

It is the moment where a leader pauses and looks more closely at how those discussions are taking place.

Most Business Problems Aren’t People Problems

One of the easiest mistakes a founder can make is solving the wrong problem.

Every AI Failure Starts as a Leadership Failure

Leaders have made peace with projects failing and have resigned themselves to unproductive strategies.

Most Leadership Problems Begin With Conversations, Not Strategy

It is the moment where a leader pauses and looks more closely at how those discussions are taking place.

Retirement & Income Planning

Annuities Can Do More Than Create Lifetime Income

Five strategies show the potential power of annuities: income tax deferral, complementing an investment strategy, seeking to improve retirement outcomes

Jul 10