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1. Getting Started With AI Automation in Wealth Management: A Strategic Roadmap
In today’s wealth management landscape, inefficiency abounds. A startling statistic from McKinsey reveals that relationship managers spend 60-70% of their time on administrative tasks, leaving only 30-40% for revenue-generating client activities. This imbalance presents a clear opportunity for transformation through AI automation, allowing firms to streamline operations, enhance compliance, and focus more on client-facing activities. — Mike Zebrowski
2. Turn Every Client Conversation Into an Organic Growth Opportunity
RIAs today see organic growth as more than just a metric, it’s a mandate. Advisory firms focused on deepening client relationships and growing assets under management, without relying solely on acquisition, are finding a powerful and often overlooked lever: cash. — Frank Bonanno
3. You’re Not Just an Advisor Anymore—You’re a Tech Company
In 2011, Blockbuster had over 9,000 stores. By 2013, it had one. Everyone knows the story: Netflix came in, rewrote the rules, and Blockbuster got crushed. But this wasn’t just a tale of competition—it was a tale of identity. Blockbuster thought it was a video rental company. But it wasn’t. It was a technology company that rented videos—and it failed because it didn’t act like one. The difference between those two mindsets? About 8,999 locations and a few billion dollars. — Jud Mackrill
4. Why Market Shocks From Washington May Outlast the News Cycle
U.S. President Donald Trump’s assertion that his first 100 days in office are the “most successful” of any administration in the history of the United States is a bit hard to swallow when you consider the highly volatile performance of U.S. equity markets since his inauguration. Indeed, much of the turmoil that investors have experienced so far in 2025 can be directly attributed to the Trump administration’s chaotic new trade policy. — Kevin McCreadie
5. How Digitalization Is Redefining Lead Generation for Financial Advisors
Financial advisors understand that a steady stream of qualified leads is the lifeblood of a thriving practice and a cornerstone of success in the financial advisory profession. Traditionally, lead generation has consisted of relation-based strategies, such as referrals, networking, and personal connections. However, as the financial services industry finally enters the digital age, the lead generation landscape has evolved significantly. — Don Connelly
6. Is This the Stealth Bear Market No One’s Talking About?
Is this a “stealth” bear market? Of course, you may be asking yourself what I mean by that. Historically, bear markets have tended to be pretty evident, as highlighted in the chart below. These bear markets are often more protracted affairs that lead to investors developing profoundly negative sentiment towards markets. This article will use a weekly moving average crossover to identify “corrections” and “bear markets.” While our definition may not “jive” with the mainstream narrative, the reasoning will be evident momentarily. — Lance Roberts
7. How Orion Is Powering Personalized Advice at Scale with Natalie Wolfsen
We talked with Natalie Wolfsen, CEO of Orion, about how advisors can future-proof their practices through smarter tech adoption, AI, and personalized client experiences. Drawing from Orion’s 2025 Wealthtech and Investor Surveys, Natalie highlights that most advisors use just 60% of their tech stack, but many are prioritizing better integration and personalization to drive growth. — Power Your Advice
8. In the Age of AI, Your Greatest Asset Is Still Human: Why Referrals Matter More Than Ever
I recently came across this post about executive coaching being paused and replaced by AI. It’s a conversation I know is happening in boardrooms and client meetings across the financial services industry: Can AI replace the trusted advisor in general and how does this affect my beloved financial advisor profession? — Mike Garrison
9. Positioning Gen Z Clients for Short - And Long-Term Success
Gen Z is defined as the group born between 1997 and 2012 so the oldest members of that group are 28 today and many aren’t even in college yet, let alone the workforce. Given that math, it’s likely this generation represents a scant percentage of advisors’ client rolls. — Todd Shriber
10. Why Are Currencies Moving? The Hidden Forces Shaping Global Exchange Rates
Further tariff reductions like the one recently struck with China or an increase in general policy clarity could all buoy U.S. growth prospects and support the currency. Against a backdrop of shifting tariffs and the rewriting of trade relationships, global currencies have been in flux. Entering 2024 at a two-year high, the U.S. dollar index has since surrendered over 7% of its value against a basket of major currencies. The Euro and Yen, by contrast, have strengthened. With international equities meaningfully outperforming their U.S. counterparts for the first time in decades, many investors are curious about FX prospects. To understand them, it is crucial to examine their drivers. — Jack Manley
11. 4 Marketing Pitfalls Every Financial Advisor Must Avoid to Grow
As the leader of an RIA, you’ve made it past the early-stage grind. You’ve built a solid team, invested in advisor tech, and tested content strategies—maybe even set up automated lead funnels or email campaigns. But the growth engine still feels clunky. Leads aren’t as strong or as consistent as you'd like. Some advisors thrive, others hesitate. And more often than not, marketing still feels like something you have to drive. — Kristin Harad