Guest Contributor

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.

Giving yourself permission to slow down is creating space for thoughtful decisions that reflect both your financial future and your emotional well-being.

Hidden costs spread quietly — across finances, career, health, emotional life. They don't announce themselves.

Jevons had its moment after DeepSeek, but applying it to the labor market is a new take, and Arun has the data to back it up.

Nothing changes because their strategy was designed to protect their existing identity, not expand it.

For Emerging Markets, this has played out in an extraordinary demand for those stocks that produce the ‘picks and shovels’ of the AI gold rush.

This is operational durability in action, a system that develops people, protects clients, and strengthens the firm.

The firms that will extract the most value from AI over the next decade aren’t the ones moving fastest.

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.