Research
White papers, charts, studies, and research-backed advisor resources.
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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.
Guest Contributor -
Why 42% of Clients Say They Refer—But Advisors Meet Only 4% of Them
Also know that activating – and maximizing – that referral potential still requires intentional action.
Julie Littlechild -
The AI Boom Has a Water Problem Investors Can't Ignore
Water scarcity and purity are critical risks for semiconductor makers in the AI era.
Alliance Bernstein -
Earth Overshoot Day Is a Wake-up Call for Investors
Guest Contributor -
2026 Elections Matter. What Follows Matters More.
On the other hand, maybe history is implying that some weakness is coming for stocks at some point over the next three months.
Todd Shriber -
The Biggest Financial Mistake Couples Make Isn't Spending—It's Staying Silent
Some studies indicate two-thirds of couples don’t know much about their partners’ financial situations prior to sharing a residence.
Todd Shriber -
Power-Based World Is Here: How Investors Can Prepare for What Comes Next
The assumptions investors relied on for decades are now being challenged and reimagined in real time.
Guest Contributor -
Construction Holds Steady Despite Weak Builder Confidence and High Mortgage Rates
These releases have higher-than-normal deviation rates, meaning that the actual figures can vary widely from the consensus range.
José Torres -
AI Boom Is Reshaping Markets and Reviving Value Investing
Why have value stocks been more durable than expected in today’s uncertain market environment?
Alliance Bernstein -
Should SpaceX Have a Place in a Core-Satellite Portfolio?
Learn how a core-satellite investment strategy works, how to diversify your portfolio, and where high-risk stocks like SpaceX could fit in.
Guest Contributor -
Planning for Pets: Advisors Should Inquire About Cats and Dogs
In an unexpected negative scenario, a retiree’s pet may be left homeless if the owner unexpectedly passes away.
Todd Shriber -
Semiconductor Stocks Enter Their Weakest Seasonal Stretch of the Year
Inflows into leveraged instruments were high, and in Korea it was primarily seniors who took on debt to buy semiconductor stocks.
Guest Contributor
