Guest Contributor

Year characterised by unsettled market conditions, heightened volatility and uncertainty, we look back on our five funds to watch to see how they fared.

Credit priced for perfection, 2026 favors nimbleness and thoughtful portfolio construction, emphasizing security‑level analysis and targeted opportunities

Many companies within the index do not meet Aubrey’s investment criteria of 15% ROE, 15% EPS growth and 15% CROA.

How this multi-decade bubble has left most people alive today with little exposure to normal or traditional market risks.

With low inflation, strong domestic support and a buoyant IPO market, is India’s stock market poised for a rebound in 2026?

Is nuclear energy the answer to meeting ballooning AI power needs, plus 2 share ideas that might benefit.

Three bullet points translated through GPT into a polished multi-paragraph item, and retranslated by your boss back into three bullet points.

Your calendar does not need more activity. It needs a way of running the firm that makes decisions obvious and distractions irrelevant.

Aren’t idealistic aspirations but competitive advantages: more children in functioning schools, more clinics with reliable supplies, more businesses

Below are some potential ways…from weighting schemes, to asset classes, to help navigate a broadening bull market. 

Here is why AI-written content is rarely accessible by default, and why human intervention remains non-negotiable.

Probably the most underrated factor, yet the most important one when it comes to protecting your investment, is constant monitoring.

Advisors who define and own a niche grow faster, attract more ideal clients, and build stronger, more scalable pipelines than generalists.

A decent quarter, but the risks ahead feel bigger. And those risks are wrapped up in one of the messiest media M&A battles in years.

Repeatable marketing systems signal sustainability, while referral-only growth can raise concerns once founders step away.

Regardless of how legitimate any initial rationale for change might have been—have sharply limited democratic decision-making.

Indeed, prices for West Texas Intermediate WTI have fallen only modestly in recent days, partly owing to the uncertain power dynamic

We are living longer than any generation before us—but longevity alone does not guarantee a fulfilling life.

The difference between these two responses determines whether AI innovation strengthens or fractures your systems.

Share insights and identify common themes and trends they are seeing in the field. The end result: 5 Retirement Mega Trends for 2026.

Training program not only promotes compliance but also reduces risk, strengthens organizational culture, and improves overall operational efficiency.

Client service, as it turns out, is a bit more complex than a simple 1 to 5 scale. It has many inputs, dimensions, and challenges

The backlash is loud, getting louder, and heading into 2026, it's not going away.

Watch for in the year ahead. Some are centered on the macroeconomy, while others focus more on commercial real estate CRE.

AI’s expanding influence, and the effects of new economic and political policies, setting the stage for continued coverage of these themes in 2026.

For reasons explained above, we offer no forecasts for 2026 but rather commit to doing what we do best.

When extreme partisans deny this fundamental reality, they often cause legislative deadlock and dysfunctional government.

Emerging Markets’ path could remain uneven and country specific, however, the current environment may offer an attractive entry point for investors.

Advisors spending an extra 15 minutes per day navigating a system designed for wirehouses, not RIAs.

Whenever growth stalls, the instinct is to look for something new. A new strategy. A new tool. A new initiative that feels like forward motion.

Every advisor needs a succession plan, but few start early enough to build a good one. They often put it off until their practice has lost value.

It's about creating a comprehensive strategy that aligns with your goals and positions you to navigate whatever lies ahead.

For those willing to reframe the pivot as an opening rather than an ending, this period can become a launchpad, not through panic, but through purpose.

As digital commerce continues to mature, payments deserve the same scrutiny as any other structural element of a business.

Now that 2025 has come to an end, we check in on how our five shares to watch performed in the final quarter.

Here are six definite areas in which the payoff is appearing, and why the ambitious organization is taking notice:

The combination of these dominant tax and social policies has several deleterious consequences.

We believe alternative sources of yield, including premiums from derivatives, are now essential tools for mining additional equity income in portfolios.

In today’s competitive business geography, client service plays a pivotal part in shaping a company’s character and growth.

Can also be blended to match what individual refineries are built to handle. And that brings us to the second part of the story: the US refinery system.

In currency markets, several key uncertainties—let’s call them known unknowns—lie ahead as we approach 2026.

That’s why smarter growth in 2026 won’t come from doing more — it will come from removing the friction that keeps people stuck.

Posting on your business page, participating in groups or building your own community, these five steps will strengthen your presence in the year ahead.

Here, I build on insights from multiple sources to argue that 2026 can be a year that empowers us to create a better society.

What is harder, and far more valuable, is calm execution when information is incomplete, pressure is high, and decisions still need to be made.

Stands at a pivotal juncture as we approach the new year—buoyed by a resilient economy, evolving policy dynamics and transformative innovation

Sustainable growth doesn’t come from doing more; it comes from knowing the client's journey and being intentional about how you guide them there.

Not falling apart just tired, capped, and frustrated. When I see that pattern, it’s rarely about work ethic, but almost always about structure.

Exploration is where your marketing system either works intelligently and consistently, or quietly leaks opportunity.

Beyond aesthetic principles, luxury goods are becoming increasingly popular due to the fact that they are being viewed as alternative assets.