Douglas Heikkinen

The best advisors are not simply managing assets anymore. They are helping coordinate the many moving parts that surround wealth, family, and identity.

The message is clear: the goal is not to replace advice with software. The goal is to make great advice easier to deliver.

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

This matters for investors too because the next generation will inherit not just money, but expectations and decisions.

The real opportunity is in helping advisors build stronger businesses, not just freer ones.

Advisors are under pressure to separate what is merely popular from what is actually useful in a client portfolio.

The biggest lesson from the conversation is that future-proofing an advice business is not about chasing every new tool.

Slant’s Client Tree is an early look at that future. It does not pretend the advisor can be replaced. It suggests something better.

One of the most memorable parts of the conversation came when Treichel discussed people who do not want to retire in the traditional sense.

Better compliance systems can support stronger execution, more consistent communication, and less operational drag across the business.

Pebble Finance is building that bridge by turning market complexity into plain-English insight and portfolio experiences that feel more human.

For financial advisors, the key takeaway from Meighan’s interview is that the future of the business will reward clarity.

TCW has long been known for its research-driven fixed income expertise, and Katz made it clear that the firm is not abandoning that identity

At a time when clients expect more integration and more relevance from their advisors, that is a compelling proposition.

This is still a people business—but the firms that win will be those that put powerful technology behind the human relationship.

Rather than treating volatility as something to fear, CAIE is designed to harvest it as a systematic source of income.

Connecting AI-driven structured data directly into custodial workflows could remove one of the last major bottlenecks in the client experience.

Mazza urges advisors to be tactical and intentional about what’s actually in client portfolios.

AI in wealth management is maturing fast, but most of the conversation is still stuck on surface-level applications like meeting notetakers.

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.

Howard sees supply as the defining storyline for both 2025 and 2026. Issuance has been elevated for two consecutive years

That balance—between growth, culture, and client experience—is the foundation of Rise’s approach to disciplined M&A.

According to the 2025 study, 62% of ETF investors can envision an all-ETF portfolio—and half say they could get there within five years.

It’s that time of year when Wall Street polishes up its crystal balls and begins predicting returns for 2026.

Her mission—to make charitable giving simple, tax-smart, and more impactful than ever—resonates with advisors and investors alike.

Retail investors, particularly those lacking the benefit of age, can be an emotional lot – sentiment pertaining to both bearish

The future of financial advice is being rewritten in real time as advisors navigate unprecedented complexity

This shifting landscape presents both challenges and opportunities for financial advisors seeking to keep clients disciplined.

At its core, a donor-advised fund simplifies charitable giving by combining tax efficiency, strategic philanthropy, and investment growth.

When a client pulls away it’s easy to assume they’re not interested. The truth is their hesitation often has nothing to do with your offering.

How Absolute Capital helps RIAs finally bring these held-away 401(k), 403(b), and 457 assets into the core of the planning relationship.

In an era when AI is everywhere and differentiation is harder than ever, Nitrogen is carving out a clear role: be the client-facing.

By combining active and passive exposures inside a single customizable SMA, advisors can better align client goals with investment structure

Kaufman’s company is reshaping how financial advisors engage clients, replacing static reports and jargon with interactive planning experiences

Clients don’t stay with you because of your credentials or the size of their portfolio. They stay because of how you make them feel.

ProShares equips advisors with versatile, high-quality ETFs that address income, taxes, inflation, concentration, and alternatives head-on.

Advisors and investors are asking for more than portfolios—they want a coordinated, planning-first experience.

RFG Advisory’s answer is to build an ecosystem where independence, culture, technology, and institutional‑grade support converge.

Schwab Personalized Indexing has become a catalyst for this shift, making it possible for more advisors to offer tailored solutions

2025 has been a year defined by heightened market volatility, fueled by policy changes from the Trump administration's reelection

AI doesn't just look at your website content or paid ads. It evaluates three critical factors to determine which advisors to recommend.

Oak Street’s combination of technology-driven processes and human touch means even complex deals feel manageable.​

Envestnet’s integrated approach, modular solutions, and education ensure that RIAs can grow, adapt, and consistently exceed client expectations.

Fear is being spread on social media that some AI players are nearing default. The evidence, some say, lies in the Bloomberg graphs

Advisors who embrace Russell Investments’ multi-manager, open-architecture platforms and robust customization capabilities will be empowered

2025 has roared in as another record-shattering year for mergers and acquisitions in the financial advice industry.

Success in the next stage of the market cycle will depend on understanding the nuances beneath the surface.

For RIAs, family offices, and independent broker-dealers navigating today’s rapid shifts, AdvizorPro provides a differentiated edge

t doesn't matter what you personally think about AI or whether or not you think it gives good financial advice.

State Street Global Advisors is once again redefining opportunity this time by opening the door to alternative investments through the ETF structure