Guest Contributor

Repetitive manual data processes are hurting your firm's financial health and hampering its potential for scalable growth. #data

What it is, why it matters in wealth management, the main prompt types, and how to use them to get better results. #advisor #AI

Here’s what I’ve learned after 30+ years in this business: If you don’t step away, your business will suffer. And so will you. #Burnout

Explore why the Democrats largely remain on the sidelines, with no elected member of Congress willing to present what might be a reasonable alternative.

Topics include how to attract the next generation of leaders (and clients); the persisting impact of M&A; and the shifting role of technology. #tech

The world’s reserve currency has been dropping in recent months. Is its position under threat? We look at what this means for investors. #USD

As goes the US consumer, so goes the American economy. Many economic and investment maxims fail to stand the test of time. #economy

Equipping teams with the right resources, B2B SaaS companies can turn collaboration from a challenge into their strongest competitive advantage. #tech

Buyer journeys are non-linear. And marketing is still held to a higher standard than most teams when it comes to proving value. #advisors

The ripple effect is being felt in stock markets around the world. Asian markets slipped overnight, and European stocks look set for another rough ride

Investors even those with significant wealth have been comparatively slower to incorporate alternatives into their wealth strategy. #alternative

One popular tool at their disposal for wealth preservation or retirement is the 1031 exchange. #wealth #advisors

The Anchor Inn wasn’t just a job. It was a rite of passage. And that summer, it changed me. #leaders #change

For financial advisers and investment professionals, this isn’t a time for platitudes or passive reassurance, it’s time to lead. #growth

With a clear grasp of what’s involved in selling their company will be several steps ahead of the competition whenever that time comes. #advisors

Small caps may be on the cusp of a meaningful recovery, offering investors a rare opportunity to position ahead of a potential regime shift #markets

What are the pros and cons of investing in defence stocks, and can they be considered responsible investments? We take a closer look #defense

Losses on investment scams on the rise, we look at how to protect yourself from scams and what you can do if you think you’ve been scammed. #scams

Despite ongoing macroeconomic challenges, our 5 shares to watch for 2025 have so far proved their resilience. Here are the key takeaways for investors.

Today’s most effective marketing leaders speak with clarity, lead with empathy, and hold themselves accountable for outcomes that matter #leaders

Europe, Latin America and the Middle East saw declines in their HNWI populations, as macroeconomic challenges weighed.

Donald Trump entered the year with a set of objectives and has so far accomplished many. Border crossings have fallen, inflation has fallen #Trump

Are UK smaller companies due for a change in fortunes? Here’s what could be next for UK small cap stocks, plus two fund ideas.

We’re amidst a historical, geopolitical shift that is defined by de-globalization, protectionism, and bilateral trade deals. #strategy

A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. #markets

What Almost No One Is Discussing #taxes

Who better to teach us about real money lessons than the artists who have lived through financial highs and lows? #music #money

By the end of 2024, federal spending on children relative to the size of the economy was scheduled to decline under current law.

Compounding is invoked so frequently that one would think it was the standard aim and practice among investors. #invest

Building a successful, long-term client relationship requires intentional cultivation from day one. The onboarding period sets the tone #advisors

Three Drivers of Covered Call Fund Performance #ETF

They have tended to look through any implications for the economy and what that might mean for the equity markets. #bonds

How will Trump’s tariffs affect China, what could be next for trade wars, and where are the investment opportunities for a great China? #Trump

Who really owns a home: the landlord or the tenant? Dive into the rental paradox with laughs, stats, and how property managers keep the peace.

The difference between the clients who stay and the ones who walk away rarely comes down to underperformance. #advisors

Global financial markets have rebounded from deep losses earlier this spring, but the rally remains tenuous until there is more clarity #markets

We forecast that Trump’s tariff campaign would result in a 10% increase in tariff rates overall in 2025. #investing #tariffs

How Upside Caps in Buffered ETFs are Determined #ETF

The same steps couples take to ensure a flawless wedding can also be used to build long-term financial security. #wedding #finance

Retiring after 60 years at Berkshire Hathaway. As an era ends, here’s what we can learn from the timeless wisdom behind his investment philosophy.

With China and the US agreeing a 90-day reduction in tariff rates, we look at which companies could benefit if frosty relations thaw further.

Firms don’t embrace the new customer experience demands, they’re going to lose this entire generation of customers to companies that do. #tech

Unsustainable period of declining nominal before-inflation and real after-inflation interest rates and exceptionally high increases in asset prices.

Reflects on her recent trip to Japan and the current investment opportunities for investors – plus shares 3 fund ideas. #Japan

Birkenstock has been putting its best foot forward and stepping up a level among the fashion pack. #stocks #investing

Though buybacks raise questions on how the math shakes out, investors should remain confident that the flows of the market machine are at their backs!

Today’s top advisors have a new value proposition they aren’t just portfolio managers they’re strategic partners for life. #advisors

You will not attract ultra-high-net-worth clients if you carry yourself as if you do not belong in the room. #growth

How Upside Caps in Buffered ETFs are Determined

Why it’s important to understand what’s going on with your emotions so you can stay calm and respond with confidence. #markets #emotions