Guest Contributor

While nominal and real rates have both moved toward traditional, long-term, historical levels, the nation’s debt now sits at high levels

The real leverage is building a personal brand around your taste specifically. Not what you make, but what you mean to people.

The research tells us weaker connections can expose us to new opportunities. Experience tells me deeper relationships matter too.

The tricky part for investors is that share prices already reflect much of this optimism; positioning is crowded and valuations are stretched.

Firms that get real value out of partnerships (visibility, warm introductions, referral flow, actual AUM growth) do two things differently.

Good communication shouldn't depend on someone remembering to send something. A simple rhythm keeps the firm visible.

The utilities sector has been transformed into a growth industry thanks to the massive power demands of datacentres springing up across the world.

When that authority hasn’t been built before the sales conversation, the burden gets handed to Business Development.

For advisors and owners alike, personal planning should not be viewed as separate from business growth or wealth creation.

Ask yourself what would actually happen if you were gone for a few weeks. Would the experience your clients receive stay the same?

When assets pass from one generation to the next, the relationship with the advisor doesn’t automatically transfer with them.

Inside AI's future lies a battle between its value for production versus that of control. And that will be a battle over what our future looks like.

Moving to Spain doesn't mean leaving the IRS behind. U.S. citizens typically remain subject to U.S. federal income taxation even while living abroad.

Companies are improving their margins by automating administrative tasks without materially changing the client experience they provide.

Living longer is the achievement. Unprepared longevity is the problem. And preparing for it starts by admitting that the average client does not exist.

Wrapping your head around memory care finances means looking at several moving parts at once, actual service costs, payment options.

Do we understand how this model was built, have we reviewed the right things, and can we trust the answer it produces?

What happens to our operating models when AI performs work across the very boundaries we built over the last two decades?

The future will not belong to organizations that simply have more AI. It will belong to organizations that understand what humans should stop doing

You don't need to enroll in every class. You just need to make sure you're not failing the prerequisites.

The technology can transform the economy while delivering poor returns to many of the investors financing that transformation.

Behavioral economists have documented this for decades: losing money stings far harder than gaining the same amount feels good.

Families spend decades building wealth and only a fraction of that time preparing the people who will eventually inherit responsibility for it.

Before you set a retirement date, run the math on what one, three, or five more years of earning does to the rest of your life.

Firms that use technology to give clients more access to knowledgeable people, more thoughtful advice will be the big winners of the AI revolution.

When clients feel valued, seen, and understood, they’re far more likely to stick around.

Government and charities often complement or supplement each other, filling gaps in areas of mutual interest.

This year, the United Nations warned that the world has moved beyond a water crisis and entered an era of water bankruptcy.

You solve the Four Advisor Problems by defining your unique brand and then using it as the foundation for everything you do.

That may say more about how firms measure their impact than what newsletters actually accomplish.

Being skilled at planning is valuable, but it is a personal asset. It lives in your head, and it retires when you do.

People search sites sit in an uncomfortable spot: they feel invasive, yet they operate in the open and rank on the first page of Google.

Your clients want to refer you. They just forget to. A simple newsletter fixes that, and it costs almost nothing.

Cloud growth is speeding up, AI demand is rising, and investment remains high. We analyse the latest results from Big Tech's leaders.

FINRA enforces strict, absolute deadlines depending on how the underlying customer complaint unfolded. 

As investors place greater emphasis on after-tax returns, tax-smart portfolio management has become a key differentiator for advisory firms.

Longevity handed us the extra years. It did not fund them, and it did not tell us what to do with them. That part we design ourselves.

A retirement plan a client doesn't understand carries a risk that has nothing to do with the plan's actual quality.

Success in health reform requires the sector to look like other growth industries with high productivity increases and lower than average price growth.

Growth usually slows at the narrowest point in the system. Before adding more marketing, find the constraint that's actually holding your firm back.