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latest

  • Fear, Ridicule, and Growth: How the Right Mindset Separates Those Who Succeed in Business

  • Stop Hiring the Wrong Way: How Advisors Can Build Teams That Actually Reduce Stress

  • Real Leadership Begins When Control Stops Working

  • Why I’m Not Setting My 2026 Money Goals Yet (and Why You Shouldn’t Either)

  • The Business Case for Quantum Technology in Modern Enterprises

  • Why Taxing the Rich Won’t Fix the Debt Without Broad-Based Wealth Building

  • Protecting Purchasing Power: A Practical Guide To Investing During Inflation

  • The State of the ETF Industry - Fall 2025 ETP Forum Review

  • The Sandwich Generation Is Exhausted: A Realistic Approach to Self-Care That Fits Your Life

  • Tax-Efficient Investing: How High-Net-Worth Investors Keep More of What They Earn

  • What Do We Really Mean by ‘Socialism’? There Are Actually Four Very Different Answers

  • 2026 Retirement Contribution Limits: What Changed, What Matters, and What To Do Now

Why Geopolitics Now Drives Portfolio Performance

By Guest Contributor

Why Model Portfolio Adoption Is Surging—And Why Young Advisors Have the Most to Gain

By Todd Shriber

Why Clients Panic, Freeze, or Self-Sabotage—and How Neuroscience Helps Advisors Respond

By Bill Cates

The Market & Economic Themes That Will Shape 2026

By Lincoln Financial

Crude Oil Is Trapped Between Bulls and Bears—and the Next Move Will Be Violent

By Anna Radomska

trending

  • The Market & Economic Themes That Will Shape 2026

  • The Trust Formula: What Every Advisor Needs To Know

  • Why the Fed’s Independence May Be the Biggest Market Risk of 2026

  • Crude Oil Is Trapped Between Bulls and Bears—and the Next Move Will Be Violent

  • Keys to Successfully Raising Capital: Why Patience Wins in Alternatives

  • Clients Don’t Leave Over Performance—They Leave Over These 10 Missed Moments

  • Why Venezuela Isn’t About Oil—and What It Means for Markets in 2026

  • Dow Hits New Highs as Investors Shrug Off Geopolitical Risks and Rising Yields

Markets

Protecting Purchasing Power: A Practical Guide To Investing During Inflation

Jan 09, 2026 by Lance Roberts
  • Wall Street Has a Number for 2026. We Have 14 Better Questions.

    Jan 08, 2026 by Michael P. Lebowitz
  • The Two Signals That Matter Most for Stocks in 2026

    Jan 07, 2026 by Stephen McBride
  • Precious Metals Aren’t Predicting Economic Collapse

    Jan 06, 2026 by Lance Roberts
  • Market Outlook for 2026: Positioning Portfolios for What Comes Next

    Jan 05, 2026 by Lance Roberts
  • AI Chip Wars: How Nvidia Navigates Cash, Partnerships, and Global Competition

    Jan 05, 2026 by Michael P. Lebowitz

Advisor Solutions Marketplace

You Don’t Need to Be an Influencer to Have Real Influence on Social Media

Jan 07, 2026 by Timothy Hughes
  • The Future of Customer Experience: Proactive Service, Trust, AI—and the Human Touch

    Jan 06, 2026 by Shep Hyken
  • Stop Overexplaining: How To Communicate Confidently in Any Situation

    Jan 05, 2026 by Ita Olsen
  • Level up Your Facebook Strategy in 2026: 5 Steps To Build Community and Visibility

    Jan 05, 2026 by Guest Contributor
  • Authenticity, AI, and Community: The Real Marketing Trends That Will Win 2026

    Jan 03, 2026 by Anna Crowe
  • From Invisible to In-Demand: Build a Firm Clients Can’t Overlook

    Jan 02, 2026 by Elizabeth Harr

Retirement Center

2026 Retirement Contribution Limits: What Changed, What Matters, and What To Do Now

Jan 08, 2026 by Chad Smith
  • Retirement Income Made Simple: How To Choose the Right Account and Lower Taxes

    Jan 07, 2026 by Jeremy Keil
  • Solving Retirement’s Toughest Tradeoff

    Jan 05, 2026 by Lincoln Financial
  • Vanguard Says It’s Easy To Avoid This Multi-Billion Dollar Mistake

    Jan 05, 2026 by Todd Shriber
  • The Most Important Financial Moves To Make in Your 50s

    Dec 31, 2025 by Lance Roberts
  • From Social Security To Taxes: The Critical Retirement Choices To Get Right in Your 60s

    Dec 26, 2025 by Larry Heller

Business Growth

Fear, Ridicule, and Growth: How the Right Mindset Separates Those Who Succeed in Business

Jan 09, 2026 by Elinor Stutz
  • The Trust Formula: What Every Advisor Needs To Know

    Jan 09, 2026 by Ari Galper
  • Why Clients Panic, Freeze, or Self-Sabotage—and How Neuroscience Helps Advisors Respond

    Jan 09, 2026 by Bill Cates
  • Clients Don’t Leave Over Performance—They Leave Over These 10 Missed Moments

    Jan 08, 2026 by Jeff Thorsteinson
  • Set Better Goals: 6 Proven Ways to Actually Follow Through This Time

    Jan 08, 2026 by Michael Goldberg
  • Why Spending Hours on Sales Emails Is Killing Your Productivity—and How AI Fixes It

    Jan 07, 2026 by Dan Smaida

ETF Center

The State of the ETF Industry - Fall 2025 ETP Forum Review

Jan 09, 2026 by Bill Hortz
  • Why Model Portfolio Adoption Is Surging—And Why Young Advisors Have the Most to Gain

    Jan 09, 2026 by Todd Shriber
  • QQQ Is Officially an ETF

    Jan 05, 2026 by Todd Shriber
  • Another Famed Active Manager Enters ETF Arena

    Dec 23, 2025 by Todd Shriber
  • Specter of AI Bubble Keeping Investors up at Night

    Dec 22, 2025 by Todd Shriber
  • Momentum in Gold Medal Form with this Fidelity ETF

    Dec 17, 2025 by Todd Shriber

Future of Advice

You’re the Spark: Why Your Energy Determines Your Team’s Momentum

Jan 08, 2026 by Jud Mackrill
  • How Agentic AI Unlocks Financial Firm Business Intelligence and Growth

    Jan 07, 2026 by Bill Hortz
  • Technology With Intention Builds Trust at Scale

    Jan 05, 2026 by Orion
  • Bonds Are Back: Why Fixed Income Quietly Had Its Best Year in Years

    Jan 01, 2026 by Orion
  • Why a $14 Pizza Has Better Tracking Than a $200 Million Portfolio

    Dec 31, 2025 by Jud Mackrill
  • AI in 2026: The Inflection Point for Financial Advisors and Investment Consultants

    Dec 31, 2025 by Don Trone

The Family Financial Conversation

The Sandwich Generation Is Exhausted: A Realistic Approach to Self-Care That Fits Your Life

Jan 08, 2026 by Carolyn Rosenblatt
  • Your Future Self Has a Plan: 4 Steps to Resolutions That Actually Get Done

    Jan 08, 2026 by Tom West
  • Why Estate Planning Isn’t Just for the Wealthy: Protect Your Family, Business, and Legacy

    Jan 06, 2026 by Mike Milligan
  • Reality Checks, Resolutions, and Reviews: Making Real Changes vs Believing Last Year’s Lies

    Jan 01, 2026 by Tom West
  • Beyond Money: Preserving Family Values During the Largest Wealth Transfer in History

    Dec 29, 2025 by Nicole Romito
  • Why an Outdated Estate Plan Can Cost Your Family More Than You Think

    Dec 27, 2025 by Lance Roberts

Alternatives Resource Center

Crude Oil Is Trapped Between Bulls and Bears—and the Next Move Will Be Violent

Jan 09, 2026 by Anna Radomska
  • Keys to Successfully Raising Capital: Why Patience Wins in Alternatives

    Jan 09, 2026 by Matthew Paine
  • 20% of the World’s Oil Reserves, Yet Venezuela Produces Just a Quarter of Its Potential

    Jan 07, 2026 by Michael P. Lebowitz
  • The January Signal No Gold Investor Wants To See

    Jan 07, 2026 by Golden Meadow
  • Top Hedge Fund Industry Trends for 2026

    Jan 07, 2026 by Donald Steinbrugge
  • The Topping Signals Are In: What Gold, Silver, the Dollar, and Bitcoin Are Telling Us About 2026

    Jan 02, 2026 by Golden Meadow

Investor Center

Why I’m Not Setting My 2026 Money Goals Yet (and Why You Shouldn’t Either)

Jan 09, 2026 by Christine Luken
  • Tax-Efficient Investing: How High-Net-Worth Investors Keep More of What They Earn

    Jan 08, 2026 by Lance Roberts
  • Why Every Attempt to Replace Financial Advisors with Technology Keeps Failing

    Jan 08, 2026 by Matt Miller
  • In an AI-Driven World, the Future of Financial Advice Is Still Human

    Jan 05, 2026 by Thomas Manetta
  • Titanic Lessons for Investors: Protect Your Portfolio Before Disaster Strikes

    Jan 05, 2026 by Terry Wheeler
  • The One Simple Tech Change That Can Cut Fraud Risk by 95%

    Jan 05, 2026 by Dennis O’Keefe

Research

What Clients Really Want in 2026: Better Saving Habits, Less Stress, and a Clear Plan

Jan 07, 2026 by Todd Shriber
  • Politics Are Loud. Clients Are Nervous. Why Investing Isn’t Stopping

    Jan 02, 2026 by Todd Shriber
  • The Death of Financial New Year’s Resolutions—and the Rise of Goal-Based Planning

    Dec 31, 2025 by Todd Shriber
  • Why Women in Their 40s and 50s Are Becoming the Most Important Retirement Clients

    Dec 20, 2025 by Todd Shriber
  • Gen Z Has Interesting Views on Future of Social Security

    Dec 19, 2025 by Todd Shriber
  • The Importance and Influence of Data Analytics in the Corporate World

    Dec 18, 2025 by Guest Contributor

Cryptocurrency Center

Understanding the Rhymes, Reasons of Bitcoin’s ‘Seasons’

Dec 31, 2025 by Todd Shriber
  • What Laddered Bitcoin ETFs Bring to a Portfolio

    Dec 22, 2025 by Calamos
  • Bitcoin and Ethereum Just Confirmed Breakdown Signals — Here’s the Downside Path

    Dec 19, 2025 by Anna Radomska
  • The Market Isn’t Strong—It’s Just Seven Stocks and a Lie

    Dec 18, 2025 by Golden Meadow
  • Demystifying Calamos’ Protected Bitcoin ETFs

    Dec 15, 2025 by Calamos
  • What Is XRP and How It Can Be Used for Business Transactions

    Dec 12, 2025 by Guest Contributor

Strategist Center

Why the Fed’s Independence May Be the Biggest Market Risk of 2026

Jan 09, 2026 by Michael P. Lebowitz
  • How Income Investors Can Rebuild Yield in a Low-Dividend Market

    Jan 08, 2026 by Guest Contributor
  • Why Venezuela Isn’t About Oil—and What It Means for Markets in 2026

    Jan 08, 2026 by Lance Roberts
  • Dow Hits New Highs as Investors Shrug Off Geopolitical Risks and Rising Yields

    Jan 08, 2026 by José Torres
  • Why Venezuela’s Oil Shake-Up Could Reshape Global Energy Markets

    Jan 07, 2026 by Guest Contributor
  • Why Fiscal and Monetary Policy Could Lift Emerging-Market Currencies in 2026

    Jan 06, 2026 by Guest Contributor

Fixed Income Center

Seven Fixed-Income Strategies for 2026 in a Slower, More Fragmented World

Jan 06, 2026 by Alliance Bernstein
  • High Issuance, High Opportunity: How Advisors Can Navigate The 2026 Municipal Bond Landscape

    Jan 02, 2026 by Douglas Heikkinen
  • QE Returns: How Fannie, Freddie, and Fed Moves Are Reshaping Markets

    Dec 19, 2025 by Lance Roberts
  • Understanding Risk and Reward in Fixed Income Investing

    Nov 22, 2025 by Guest Contributor
  • Declining Rates? This Overlooked Fixed-Income Asset Could Outperform Everything Else

    Nov 21, 2025 by Guest Contributor
  • Markets Near All-Time Highs, but Signals Suggest More Volatility Ahead

    Nov 15, 2025 by Michael P. Lebowitz

Insurance Center

Wealth Defense: The Overlooked Pillar of Financial Planning

Dec 19, 2025 by Guest Contributor
  • Navigating Today’s Complex Planning Environment with Carly Brooks

    Dec 02, 2025 by Power Your Advice
  • This One Policy Could Protect Your Retirement and Your Family—Even if You Never Use It

    Oct 11, 2025 by Annette Bau
  • PBMs, Profits & Prescription Lies: What’s Really Driving Healthcare Costs Up?

    Oct 07, 2025 by Gregory DuPont
  • Inside the Insurance Maze: How To Protect What You’ve Built From Disasters, Scams & Gaps

    Sep 24, 2025 by Peter Raskin
  • The Missing Half of Your Practice: Why Insurance Unlocks Client Loyalty and Growth

    Sep 15, 2025 by Jeff Thorsteinson

Annuity Center

Why Annuities Are Surging Again — And Why Gen X Is Driving the Comeback

Nov 18, 2025 by Todd Shriber
  • No Matter What the Purpose of Your Wealth Is, Guaranteed Income Can Help You Realize It

    Oct 22, 2025 by Guest Contributor
  • Lock in Lifetime Income: How To Time Your Annuity for Maximum Retirement Security

    Oct 15, 2025 by Annette Bau
  • Are Annuities Really That Bad? What Most Critics Don’t Tell You

    Sep 13, 2025 by Guest Contributor
  • I Just Earned 3.3% on My Indexed Annuity, So Why Am I Happy About That?

    Jul 18, 2025 by Scott Stolz
  • Why Annuities Aren’t the Villain You Think They Are

    Jul 04, 2025 by Richard Rosso

ESG Center

Beyond Emissions: Why Climate Adaptation Is the New Corporate Imperative

Nov 13, 2025 by Guest Contributor
  • Building Intentional Portfolios: How Ethic Empowers Advisors to Personalize Investing with Purpose

    Oct 21, 2025 by Douglas Heikkinen
  • Is Your Portfolio Ready for the Sustainability Revolution?

    Oct 07, 2025 by Guest Contributor
  • Why Utilities and Data Centers Are Powering the Next Wave of ESG Bonds

    Sep 30, 2025 by Alliance Bernstein
  • This Breakthrough Tech Just Went Prime Time

    Jun 02, 2025 by Stephen McBride
  • The ESG Factors Investors Actually Care About

    May 27, 2025 by Alliance Bernstein

Technology Center

The Business Case for Quantum Technology in Modern Enterprises

Jan 09, 2026 by Guest Contributor
  • How AI, Predictive Analytics, and Storytelling Are Transforming Business in 2026

    Jan 08, 2026 by James Sackey
  • Master AI at Work Without Being a Tech Guru: A Leader’s Guide

    Jan 05, 2026 by Suzi McAlpine
  • The Agentic Shift: What Five Years of AI Progress Really Delivered

    Jan 03, 2026 by Jeff Rubingh
  • Nothing Is Real Anymore: Why Deepfake AI Defined 2025

    Dec 30, 2025 by Chris Skinner
  • How To Assess Hype Versus Reality in Enterprise AI Adoption

    Dec 26, 2025 by Zac Amos

Why I Love This Chart

The Market & Economic Themes That Will Shape 2026

Jan 09, 2026 by Lincoln Financial
  • The $6 Trillion Parking Lot: Why Investors Are Sitting on Record Cash

    Nov 01, 2025 by Guest Contributor
  • Moneyball & Markets: How Baseball’s Wealth Reflects America’s Economy

    Mar 28, 2025 by Guest Contributor
  • Japan’s 2014 VAT Hike: A Preview of What Trump’s Tariffs Could Do

    Mar 10, 2025 by Guest Contributor
  • Are the Magnificent 7 Still Driving the Market—or Losing Steam?

    Feb 20, 2025 by J.P. Morgan Asset Management
  • Rethink Retirement Success with a Customized Critical Path Benchmark

    Jan 07, 2025 by Dana Anspach

Active Center

Markets Start Strong, End Soft: A Close Look at Early 2026 Trading Trends

Jan 06, 2026 by Steve Sosnick
  • Is the Buy-The-Dip Trade Finally Breaking?

    Dec 18, 2025 by Steve Sosnick
  • Are We Near the End of the Bull Run? The Overlooked Signals Pointing to a Rough 2026

    Dec 06, 2025 by Steve Sosnick
  • How To Invest When Everything Feels Like a Bubble

    Dec 05, 2025 by Steve Sosnick
  • The Shockwave Setup: Why Bad Economic News Is Fueling a Bull Run in Stocks and Bonds

    Nov 27, 2025 by José Torres
  • Is the Passive Investing Era About To End? What History Says About the Next Market Swing

    Nov 08, 2025 by Alliance Bernstein

Index Center

The Investing Strategy That Lets You Customize an Index—and Lower Your Taxes

Dec 31, 2025 by Peter Raskin
  • FTSE Russell at 40: Why Advisors Trust Index Innovation—and What’s Next for Gen X and Millennials

    Sep 30, 2025 by Douglas Heikkinen
  • The Advantages of Direct Indexing: A Modern Solution for Modern Investors

    Sep 30, 2025 by Guest Contributor
  • Mid-Caps May Be Ideal America First Plays

    Aug 12, 2025 by Todd Shriber
  • How To Find Quality With Broad Small-Cap Indexes

    Aug 08, 2025 by Todd Shriber
  • Concentration Risk Expanding Beyond U.S. Borders

    Aug 04, 2025 by Todd Shriber

White Papers

How Life Settlements Became a Trusted Asset Class: A Century of Legal and Financial Evolution

Aug 20, 2025 by Matthew Paine
  • Is Nvidia the Magnificent One?

    Jun 17, 2024 by Guest Contributor
  • “Easing” Into Global Central Bank Policy Discussion

    May 28, 2024 by WisdomTree
  • The Late Cycle Showdown: Five Keys to Weather the Cycle

    Jun 26, 2023 by Guest Contributor
  • No FOMO No TINA = LTBO (Long Term Buying Opportunities)

    Apr 10, 2023 by Guest Contributor
  • Is It Time To Buy Technology?

    Feb 20, 2023 by Guest Contributor

Viewpoints

Real Leadership Begins When Control Stops Working

Jan 09, 2026 by Machen MacDonald
  • Why Taxing the Rich Won’t Fix the Debt Without Broad-Based Wealth Building

    Jan 09, 2026 by Guest Contributor
  • Why Geopolitics Now Drives Portfolio Performance

    Jan 09, 2026 by Guest Contributor
  • What Do We Really Mean by ‘Socialism’? There Are Actually Four Very Different Answers

    Jan 08, 2026 by Rick Kahler
  • How Exit Planning Can Transform Your Advisory Practice and Deepen Client Trust

    Jan 08, 2026 by John Brown
  • The World Economy in 2026

    Jan 08, 2026 by Chris Skinner

Podcasts

Stop Hiring the Wrong Way: How Advisors Can Build Teams That Actually Reduce Stress

Jan 09, 2026 by Libby Greiwe
  • Million-Dollar Producers Didn’t Avoid Failure—They Used It

    Jan 06, 2026 by The Perfect RIA
  • The Niche Mistake That Turns Financial Advisors Into Commodities

    Jan 05, 2026 by James Pollard
  • Stop Building Your Practice Around Who Clients Might Become

    Jan 03, 2026 by Libby Greiwe
  • Are Business Owners Ready for the $14 Trillion Exit Wave?

    Jan 01, 2026 by Dan Reese
  • From Shame to Influence: Women Using Wealth With Purpose

    Dec 27, 2025 by Joline Godfrey

Media Centers

6

IMPACT 2025

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  • Envestnet Elevate 2025

  • Fearless Investing Summit 2024

  • Steward Partners Annual Symposium 2024

  • MMI Annual Conference 2023

  • Fearless Investing Summit 2023

  • Pershing INSITE 2023

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