Douglas Heikkinen

The question isn't what AI can do in a demo—it's whether it improves the business. That's where disciplined vendor evaluation begins.

Across financial services, AI is transforming research, report writing, client communications, data analysis and administrative functions.

Is Your Inner Circle Holding You Back? It’s time to start thinking about your personal board of directors.

There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge

The role of artificial intelligence (AI) in the middle and back office is rapidly evolving from experimental innovation to embedded infrastructure.

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

Despite the market uncertainty and geopolitical noise of 2026, earnings expectations have remained strong.

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

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.

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.

Forgive the casual term, but advisors and clients alike are to be forgiven if they characterize 2026 market action as downright weird.

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

Acquiring a financial advisory practice isn’t just a deal—it’s a defining move that can launch your growth or ...

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.

Heightened bouts of volatility feels urgent in real time. Clients don’t experience markets as smooth, long-term compounding machines

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.

Given the numbers, it is prudent to prepare for a retirement that could last 30 years or more.

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.

There are 10 letters in the word “volatility,” but in investing circles, it’s often seen as a four-letter “dirty” word.

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.

Geopolitical risk has moved from a background concern to a central portfolio variable.

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.

The S&P 500 extended its losing streak to three consecutive weeks, the first such run in roughly a year. 

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.

There’s an angle in the Women and Wealth discussion that keeps getting overlooked, and it is one I believe holds real opportunity.

In a world where markets move faster, headlines hit harder, and investor sentiment whipsaws between fear and euphoria

Retirement planning is now more than ever favoring the internationally mobile, and this shift is accelerating beneath the surface of global markets.

Inflation is no longer a passing threat; it's an enduring feature of a world defined by fiscal expansion, supply shocks, and strategic competition.

Multiple monetary and fiscal policies and other external factors on the horizon in 2026 have the potential to stimulate the economy

Many advisors are always attempting to generate more business from the ultra-high-net-worth (UHNW) segment

Today, just seven companies, NVIDIA, Microsoft, Apple, Alphabet, Amazon, Meta and Tesla, account for nearly 40% of its total market capitalization.

Major indices generally held near record levels even as volatility increased and macro and policy risks surfaced.

The Top 5 things top advisors are doing this January to give themselves the best shot at their best 2026

Clients still walk into meetings focused on performance, yet the forces shaping that performance increasingly come from defense budgets

Standing tall has many meanings, but in business, it’s about standing out on a crowded playing field by attracting admiration.

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.