When AI Fails, Who Pays the Price? The Critical Question Investors Must Start Asking Today, as we build an AI-driven economy, those lessons are echoing back only faster, louder, and more automated.
No Matter What the Purpose of Your Wealth Is, Guaranteed Income Can Help You Realize It A three-step strategy for a more confident retirement.
From Protest to Purpose: How To Inspire Change That Actually Lasts Peaceful protests, like voting, give us a way to express ourselves in a democratic society.
We Taught AI To Feel Human Pain—Without the Humanity These systems don't just chat, they create disturbingly convincing emotional bonds without any safeguards.
AI Megadeals Are Booming — But Are They Built on Sand? The financial logic behind a wave of mega-AI announcements — and wonders whether the hype is outpacing the cash flow.
Is This the Inflection Point? What September’s Surge Means for Muni Investors Rate volatility, legislative uncertainty and shifting supply and demand dynamics have all weighed heavily on the market in 2025.
Retiring in the Age of AI: How To Protect Your Nest Egg From Big Tech, Debt, and Market Shocks How do you secure your retirement in a world where AI is so much more than just a tool—and is influencing entire market ecosystems?
Want To Ride the Next Wave of Market Growth? Stop Trying To Predict It The S&P 500 has been a success story for many investors over the years. What can it tell us about long-term investing, is it a key to future success?
If Your Firm Can’t Run Without You, It’s Not Sellable Here are five of the most common mistakes that can reduce your enterprise value and how to correct them before they cost you.
Is Your Portfolio Ready for the Sustainability Revolution? Governments around the world are enacting policies for a sustainable future, from energy to healthcare. We look at the three trends and two fund ideas
A Government Without a Blueprint: How Budget Avoidance Fuels Fiscal Chaos The lack of a complete budget reflects a weak presidency with no clear long-term plan for guiding the country into the future.
Tesla Shatters Records with a Supercharged Surprise Tesla smashed expectations, delivering just shy of 500,000 vehicles for the quarter - a big beat versus consensus.
How To Forecast Stock Markets Strategies are built on our predictions for markets. Here we explore the four factors that drive forecasts and why it’s important to be humble.
Markets Rally Despite Trade Tensions: 5 Stocks Still Worth Watching for Q4 2025 With stock markets sitting near all-time highs, how have our five shares to watch performed so far?
The Advantages of Direct Indexing: A Modern Solution for Modern Investors Financial advisors often talk about finding the right fit for their clients – strategies that align with their goals, values, and circumstances.
How To Align Advisor Compensation With Business Growth Goals Without that alignment, compensation risks encourage short-term wins at the expense of sustainable client relationships and overall profitability.
Busting Three Popular Succession Planning Myths They often lean too technical and miss the practical realities. Recently, I’ve seen a wave of pieces that could mislead business owners.
Three Trends To Watch From Future Proof Festival These themes include leveraging technology for advisor satisfaction and growth, connecting with the next generation of investors and better serving women.
5 Hard-Earned Lessons From a Decade in Wealth Management Here are five lessons I’d pass along to any advisor who’s building something bigger than themselves:
Tokenisation and the V-Bucks Generation: A New Way of Working, Transacting and Living Much has been said about the tokenisation of real-world assets in the context of institutional, private investors and family offices.
The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms Platform-agnostic process modeling can be implemented across any compliant system to produce better outcomes.
The Real Crisis in America Isn’t Partisan—It’s What We’re Ignoring Recent reports warn us about how poorly we are meeting that fundamental requirement for good government.
Politics, Powell, and the Path Ahead: Is the Fed Still Independent? Biggest central bank is ready to lower interest rates again, and that some investors may be underestimating the extent of future cuts going forward.
How Private Equity Is Reshaping the Small-Cap Landscape — And Why That’s Good News for You Over the past decade, the private equity market has quietly shifted the playing field for business owners, investors, and asset allocators alike.
Worried About the September Slump? These 3 Stocks Could Shine Why do stock markets slump in September and is it an opportunity for investors? We take a closer look and explore 3 share ideas that could benefit.
European Stocks Surge as Investors Flee Us Valuations—Is Now the Time To Buy? Is now a good time to invest in Europe? We share where the opportunities could be and three fund ideas to help you invest in Europe’s stock market.
Globalization Isn’t the Problem—Capital Ownership Is Pursued to excess, as in the United States, they lead to neglect of upward mobility and wealth building, including in human capital and knowledge.
Are Annuities Really That Bad? What Most Critics Don’t Tell You The problem isn’t annuities themselves, the culprit here is the misunderstanding what annuities actually do.
The Business Life Cycle in Action: DoorDash, Meta, and Coca-Cola Here are three share ideas that are at different stages in the corporate lifecycle.
The 5 Fund Managers Who Consistently Beat the Market What really matters is skill. Anyone can get lucky on a few bets, but true success lies within a consistent, repeatable investment process.
Why Taxing the Rich Won’t Fix What’s Broken in America Even Autocratic Governments Support Wealth for the Wealthy And Consumption For The Masses
How To Protect Your Portfolio From Inflation: 3 Funds To Watch Doubts are now being sown about another interest rate cut this year. So how can investors tackle the eroding effect of inflation on their portfolio?
Beyond M&A: The Strategic Power of Organic Growth for Financial Advisors Companies seeking to endure into the long-term future must think of organic growth not just as a goal but as ultimately essential to their survival.
Healthcare’s Price Tag: Should It Take 40% of Our Income Gains? The article also forecasts a growth rate of 5.8 percent from 2023 to 2033, compared to a 4.3 percent growth rate for GDP.
Housing and Small Business Trends Are Flashing Warning Signs for the U.S. Economy The housing starts report, the Federal Reserve Bank of Atlanta’s GDPNow forecast reflected essentially no contribution from residential investment.
The Case for Options: Income, Risk Management, and Portfolio Resilience Understanding How Options Work, Why They Matter, and How Investors Can Use Options
The Market Has Moved on From Tariff Panic—but Should Investors? But they’re still likely to play a key role in the direction of financial markets as we approach the final stretch of the year
Inside the Mind of the Modern Advisor: What Drives Firm Transitions Now? More than ever, advisors are prioritizing clarity, mentorship and a supportive culture—not just compensation.
From Quarters to Crypto: Why Value Matters Allocations to gold or bitcoin resemble speculation more than investment. Neither asset produces economic value for holders.
You’re Not Losing Clients Because of Price—It’s Your Message I’ve seen hundreds of advisors say they offer comprehensive planning only to sit down with a prospect and pitch investment management.
Building an Intentional Firm: Operations as a Strategic Advantage They imagine deep relationships, tailored advice, and the flexibility to grow a practice that reflects their values.
You’re Not Crazy—You’re Grieving: What Caregivers Need To Know About Letting Go Early You are grieving. It's your heart's way of beginning to let go, even while your beloved is still here.
How To Build a Funnel That Keeps Your Financial Firm’s Pipeline Full The solution lies in creating a well-designed funnel that consistently fills your sales pipeline with qualified, warm leads.
How Agentic AI Could Reshape the Future of Software Stocks Wyeth Wright, AGF Senior Analyst, explains the potential impact of agentic AI on the software sector.
Why Small Caps Are Down—but Not Out However, the cyclicality or lack of synchrony between large- and small-cap stocks makes it hard to exploit this premium.
The Silent Squeeze: How 50 Years of Policy Failed the Young and the Working Class It's Going To Take Some Consensus On A Long-Term Vision, Not Just Which Party Wins The Next Election
Is the Age of the Magnificent Seven Ending? Global Markets Are Shifting Investors have become used to big tech titans dominating market returns, but is a market rotation creating more diverse opportunities?
AI or Obsolete: The Harsh New Reality for Professional Services Firms The professional services industry is about to undergo its most fundamental transformation since the invention of the spreadsheet.
Wealth-Building for Dentists: Proven Strategies To Take Control of Your Financial Future Knowledge gaps among dental professionals, the changing landscape of dental practice ownership, and the crucial role of planning for a stable future.
Beyond Buzzwords: What the New DEI Really Means Today Since taking office, the Trump Administration has promoted its own sometimes hostile version of DEI and affirmative action.