Douglas Heikkinen

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.

With countless advisors offering similar services, it’s crucial for professionals to develop a unique marketing position that sets them apart

For advisors still on the fence, the time to engage with digital assets may be arriving faster than expected.

Advising business owners goes far beyond portfolio management; it requires deep insight into a client’s primary asset—their business.

With innovative structures, best-in-class manager selection, and a relentless focus on accessible solutions, CION stands out as a leader.

One of the defining aspects of XYPN is the independence it extends to its members. Advisors own their businesses, their clients, and their data.

Cornick’s insights revealed Osaic’s core strategy and the distinct features that position it as a premier partner to advisory firms.

Financial Advisors face mounting pressure to form clear, actionable perspectives on crypto’s role in client portfolios.

AI is changing how people search. Instead of short keywords, your future clients are asking full, detailed questions into tools like ChatGPT

Jillian Berry shared her journey and the powerful impact her team’s program is poised to have for financial advisors across the country.

Firms ready for the future will be those who pair technology with real industry know-how and a commitment to organic, human-driven growth.

FINNY was designed with these gaps in mind: as an AI-native, vertical-specific platform its entire mission is to supercharge advisor prospecting

How advisor priorities are shifting and what solutions Calamos is offering to tackle the toughest problems facing clients and wealth managers.

How Trust & Will empowers advisors with AI-driven estate planning tools, deepen client trust, uncover assets, and protect family legacies.

InterVal positions itself as a software company built to bridge the gap between advisors and their business-owner clients.

As 2026 approaches, have you outlined your goals for the year? Now is the perfect time to craft your strategy. 

We believe what matters most in gold mining isn't the number on the screen, it's the spread between what you're paid and what it costs

Like other areas of our lives, the presence of artificial intelligence for people’s money matters is growing rapidly.

A financial advisor’s career is only as strong as their referral network. Referrals of clients and partners can lead to new customers and ...

There are concerns, legitimate ones at that, regarding what comes next, post-work boredom and how to fill human connection and time voids

While 42% of Americans overall have less than one year of retirement savings, the outlook is far worse for women ...

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11 Most Read Articles of the Week #financialadviors #wealthmanagement #investing #finance #success #business #planning

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