Douglas Heikkinen

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

Osaic’s combination of strategic independence, multicustodial flexibility, advanced technology and operational support delivers a compelling platform

Vest’s introduction of the Buffer Fund nearly a decade ago marked a paradigm shift for financial advisors. 

Auria is Advyzon’s newly launched platform tailored for ultra-high-net-worth (UHNW) clients and family offices.

The majority of advisors still charge using an asset under management (AUM) fee schedule. It’s simple, familiar, and well-ingrained in the profession

I realized I was more than just a “money person. Clients turned to me for guidance in many areas of their lives, not just their finances.

Looking at monthly returns over the last 30 years, the three-year period ending September 2025 ranks in the 91st percentile.

GeoWealth’s mission is straightforward yet deeply impactful: to help advisors achieve the best outcomes for their clients.

In the increasingly competitive world of wealth management, financial advisors are seeking the next frontier in personalization.

The big wins often make the headlines, whether it’s the next private equity allocation, an outperforming hedge fund, or a clever alternative strategy

The message from GReminders’ founder is unmistakable: automation isn’t the enemy of personalization—it’s the enabler.

People know they want AI, and they want to make the change. We give them a way to do both—safely

For financial advisors and investors alike, Compound’s platform and philosophy signal a new era of efficiency, accountability, and client experience.

Advisors who think like their clients, track where AI pulls answers, build reviews, and publish direct content will get recommended.

The future of wealth management lies in expertise, empathy, and the unwavering pursuit of client success

Alaris is carving out a distinctive path in a space long dominated by financial auctions and impersonal deal-making.

Navigating today’s wealth management landscape isn’t merely about making good investments. It’s about competency, trust, and value

Advisors looking to elevate their portfolio management strategies will find valuable partners in AllianzIM’s market-tested, risk-smart ETFs.

In the fast-evolving wealth management landscape, artificial intelligence is becoming the linchpin for advisor productivity.

Lately, there’s been a growing sense of confidence among investors that the U.S. economy has dodged the proverbial bullet.

Firms that take control of their data and workflows—and partner with firms invested in their long-term success—will have a clear advantage.

The financial advisory landscape in 2025 is crowded, fast-changing, and increasingly driven by technology and client expectations.

As wealth management continues to pivot from product-first to relationship-first, Wealth.com is leading the charge.

Conquest Planning is a strategic partner for future-proofing their business and delivering advice that adapts, personalizes, and truly makes a difference.

Trust in benchmarks. Embrace innovation. Meet clients where they are—and prepare for where markets are going next.

Pebble empowers advisors to scale trust, deepen relationships, and consistently demonstrate their unique value no matter how fast markets move.