Guest Contributor

The real power of AI, at least in the near term, is much more practical. AI is very good at consuming repetitive work.

Among all DIY investors, 14% say they use AI tools, agents or chatbots to learn about investment products or strategies.

Now, those answers are increasingly being summarized, filtered, and recommended before a prospect ever reaches a website.

No one in the family, including the professionals on the team, has ever been taught how to make investment decisions as a group.

Income-producing commercial real estate has earned its growing place in alternative investment portfolios the fairly unglamorous way

Because the infrastructure they’re running on wasn’t built for where they’re headed.

So the question every executive is actually deciding, whether they realize it or not, is this. Will AI make your organization more human, or less?

One of the easiest mistakes a founder can make is solving the wrong problem.

Read on to learn about use cases and caveats for AI in wealth management, as well as tips for choosing appropriate AI tools.

We launch coverage on SpaceX with a positive view of the opportunities ahead, but a cautious outlook given the valuation.

It is the moment where a leader pauses and looks more closely at how those discussions are taking place.

You know something is off, but you can’t put your finger on exactly what. So you hold on. You keep optimizing.

Stablecoin payments help businesses combine blockchain settlement speed with value linked to fiat currencies.

Investors must take note of how company chiefs are paid, as it appears the managements of many firms are no longer on our side.

Responsible for managing money, and also for building something reliable enough that clients feel confident referring the people they care about most.

Five strategies show the potential power of annuities: income tax deferral, complementing an investment strategy, seeking to improve retirement outcomes

What’s shaping the healthcare sector? Discover key trends, risks and growth opportunities across pharma, biotech and healthcare providers.

It allows you to make sure they’re covered—and gives them the means to live the life you imagine for them.

Let me share a truth: no matter how smooth it sounds, AI isn’t thinking. It’s pattern-matching. That is a strong illusion.

With real financial and legal decisions to navigate, many of them immediately. That's not a relationship-building environment. It's an audition.

Understanding the patterns we carry, the ways we react to stress and the assumptions shaping how we move through the world.

Retirement is no longer a short final chapter. It is an entirely new phase of life for which many enter emotionally unprepared.

As the US nears its 250th birthday, can this exceptionalism continue, or will valuations, AI and the dollar change the outlook?

How are our 2026 stock picks performing? Explore 5 shares to watch, including Nvidia and M&S, and what’s driving gains and risks.

If your marketing feels like it's straining, where would you look first — at the marketing, or at the layer sitting underneath it?

Many business owners assume that if a company is profitable, it should sell relatively quickly. Profitability alone does not guarantee marketability

Vendors throw these words around expecting you to nod along. So let's fix that. Ten terms you keep hearing. Here's what they actually mean

I am breaking down nine habits these individuals use to build their net worth.

The more urgent question isn't whether AI will replace your thinking. It's whether you'll hand it over willingly.

There's a pattern I've seen repeat itself across every wealth management firm I've worked with, and I'd bet you've noticed it too.

Why long-term investing beats market volatility. Learn how inflation, politics and FTSE trends shape returns – and why staying invested matters.

Explore the latest US sector performance, including how oil prices, inflation and interest rates are shaping markets and investment opportunities.

Showcasing this language is one way to show prospects that you can be trusted with their financial futures, or so goes the thinking.

What became clear to me was that a business exit is not just a transaction. It is a life transition disguised as a deal.

Summer is the time to review the first half of the year, reset priorities, and build the campaigns that will create momentum after Labor Day.

Six themes emerged that I believe will shape the future of wealth management marketing over the next several years.

Their image is carefully curated. Their reputations often precede them. But eventually, experience reveals what admiration could not.

One day you’re walking down the street and everyone notices you. The next day, you’re apparently a decorative ficus plant.

The conversation almost always centers on the investment itself. Is it a good deal, what is the return, what is the risk.

The problem has never been the data. The problem has been the cost and complexity of unlocking it. Until now.

They are not new to investing. They are simply not being given a clear way into the conversation.

If you are a Senior Manager, Director, or VP-level professional, you already know this. You just may not have applied it to your own financial life yet.

Over the last year, I've noticed another trend. As AI makes it easier to create information, human judgment becomes more valuable.

Defence spending is rising and warfare is evolving. Discover 3 defence stocks well placed for future growth, plus the key risks to watch.

They are brilliant, driven, and exhausted in a way that no amount of strategy or self-awareness seems to fix.

Discover how investors can gain exposure to SpaceX-style innovation through private markets and global tech trends with these investment trusts.

An advisor who states a planning fee plainly and moves on communicates something very different from one who qualifies and pre-handles objections.

Unfortunately, for many permanent spending and tax subsidy programs, the U.S. Congress has decided it can never declare success.

It is time to rethink what retirement is and what it should look like, both for our health and for our finances.

Technology is already further ahead than much of the market seems to realize, and advisors don’t have to wait for automation and efficiency gains.