Guest Contributor

I call this authority drift: what happens when the work mix changes but the authority decision is not revisited.

$124 trillion is about to change hands in America through a settlement system that still runs at the speed of paper

When things go wrong with a financial adviser, clients almost never blame the adviser first. They blame themselves.

In other words, if they’re too authentic, they might end up with a video they can’t legally use.

A new site can touch positioning, content, compliance, SEO, technology, lead generation, and the client experience.

Many simply held winning investments for decades and watched them grow into outsized portions of their net worth.

A senior wealth manager said something to me last week that I haven't stopped thinking about. My job isn't to tell clients what they want to hear.

How have our five funds to watch performed in the first half of 2026? See how they've performed, what's driven returns and what could lie ahead.

Learn how Earth Overshoot Day can affect investing and explore funds taking different approaches to responsible investing.

The future of this business belongs to the people who combine expertise with empathy, rigor with judgment, and achievement with purpose.

The hard part is doing it well, week after week, month after month, while still running the rest of the business.

AI demand has transformed the memory market. Explore the opportunities, risks and outlooks for leading memory chip stocks.

Political change, budget rumours and new tariffs can unsettle markets. Discover why staying invested remains the best strategy for long-term investors.

With control of Congress at stake, the 2026 US midterms could affect markets and policy. Learn what history and current polls suggest for investors.

As we move into the second half, the market will increasingly look at 2027 numbers—consensus is for almost $400 of S&P EPS.

But for all its capabilities, AI still lacks one essential trait: It doesn’t care.

Didn’t generate the leads we wanted, but the results were interesting enough that I believe RIA firms should be paying attention.

A significant share of the current advisor population is retiring. Demand for the service is growing.

But it's valuable to be reminded that as I get better, so do my training partners and competition.

The industry is learning a hard lesson: AI that works for consumer applications doesn't work for regulated financial advice.

It is also the fastest way to build something impressive that nobody ever uses. Here is what I keep learning the slow way.

He wondered why his practice was not moving upmarket. His problem was not talent. His problem was proximity.

The pace of what's happening in AI right now is faster than most people outside of Silicon Valley fully appreciate.

The conversation is no longer annuities versus drawdown. It's becoming annuities and drawdown. And that's an important distinction.

Does not necessarily have to change from owning the asset to selling it. It does, however, have to expand from accumulating wealth to coordinating wealth.

Applying The Logic Of Edmund Phelps and Herb Stein To Many Of Today’s Policy Commitments

Find out how climate resilience could create long-term investment opportunities across agriculture, water management and energy-efficient buildings.

That exercise changed how I thought about what I was building from that moment on.

The pace of change is no longer something you can plan around once a year. It’s constant. AI is reshaping how firms operate.

What three skills humans should develop in a world where AI can do almost everything. Their first answer was simple: human connection.

Are we in an AI bubble? We break down the warning signs, market trends and what it means for investors and portfolio strategy.

One of the most unexpected changes in retirement isn't about time, or money, or how to fill the days. It's about your relationship.

Behind the curtain, many firms still rely on legacy CRM systems that were built on standardization, the antithesis of personalization.

But another capability deserves special attention because AI is making it dramatically more valuable: strategic judgment.

Leaders have made peace with projects failing and have resigned themselves to unproductive strategies.

Could UK smaller companies be set for a revival? We look at valuations, investor flows and opportunities plus 2 fund ideas.

Then you moved to Spain — and without warning, your math started doing something you didn't expect: it went off the rails.

How have global markets reacted to conflict, inflation and AI growth? Explore key market trends and the best and worst performing Wealth Shortlist funds.

You don't realise referrals a trap until you hit a tough spot. When your contacts and clients are recommending you, there is no problem.

I think families ask far too infrequently: Is the person inheriting the money actually prepared to receive it?

This isn’t just about starting conversations. It’s about creating an environment where those conversations can actually happen.

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.