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1. The Most Dangerous Assumption a Financial Advisor Can Make
There is an assumption a Financial Advisor should never make. “My clients would never leave me.” Those Advisors who do assume that run a risk. They stop communicating as often. They stop checking in. They stop looking for ways to improve the client experience. — Don Connelly
2. CAIE Surpasses $1 billion in AUM on Heels of First Anniversary
We recognized a need in today’s marketplace. Investors from retirees to Gen-Z are looking for income that outstrips inflation without taking on undue risk amid macroeconomic and geopolitical uncertainty. Plus, they require solutions that provide accessibility, liquidity, and tax efficiency. — Calamos
3. The Fed Has a New Mission—and Markets May Not Like It
There isn’t much I can tell you about last week’s Federal Reserve meeting that you don’t already know…as expected, the Fed left the Fed Funds Rate unchanged at 3.50% to 3.75%...somewhat unexpected, the Fed’s updated Summary of Economic Projections (better known as the Dot Plot) had nine Federal Reserve Open Market Committee – or FOMC – members penciling in one rate hike this year, up from none in March, and one FOMC member penciling in one rate cut this year, down from 12 in March – interestingly, new Fed Chair Kevin Warsh declined to submit any projections for the updated Dot Plot. — Tim Holland
4. When AI Leaves the Screen and Enters the Physical World
For the last few years, artificial intelligence has felt almost entirely digital. It writes emails, summarizes documents, generates images, helps code software and answers questions with increasing sophistication. But despite all that progress, it has largely remained confined to screens. At NVIDIA’s 2026 GTC keynote, Jensen Huang introduced a shift that may prove more important than any incremental improvement in model performance. The conversation moved beyond chatbots, beyond reasoning systems, and into something more tangible: AI is beginning to act in the physical world.1 This could represent a transition into an entirely new phase. — Christopher Gannatti
5. AI Is Making Financial Brands Sound the Same—Here’s How to Stand Out
Is everything you read starting to sound the same? Similar language, tone and positioning appear across websites, product descriptions, sales materials, thought leadership and marketing campaigns. As more and more companies use AI tools to create content, they are tending to draw from the same source material and language patterns. So now there’s a growing amount of content that feels oddly familiar and uniform every time you look at it. — Lilah Raynor
6. Wall Street Is Starting To Worry About AI’s Price Tag
The first-ever SpaceX debt offering is lifting rates across the curve and serving to offset the bullish influence of declining oil prices as fixed-income watchers grow wary of the substantial cash needed to fund technological ambitions. As firms race to the credit markets to help provide the several trillion dollars allocated per year towards AI, there’s mounting pressure on a Treasury complex that requires ongoing inflows to sustain borrowing levels against the backdrop of expanding deficits. Additionally, lower energy costs are having a lessening impact on yields, as Wall Street is convinced of a global inflation problem after Fed Chair Kevin Warsh communicated the central bank’s commitment to its 2% target. — Jose Torres
7. Kevin Warsh Just Killed the Fed Put. Are Investors Ready?
For a week that delivered a hawkish regime change at the Fed and the largest options expiration in history, the tape held up remarkably well. All four major indices finished green. The Nasdaq Composite led, up 2.43% to 26,517.93, with the Russell 2000 gaining 1.22% to 2,979.77, the S&P 500 adding 0.93% to 7,500.58, and the Dow rising 0.71% to 51,564.70. That is not what most desks would have drawn up after Wednesday. — Lance Roberts
8. What Keeps the Wealthy Awake at Night?
Most of us spend our lives wondering what it would be like to have more money. Moa spends her days talking to people who already have it. What she has discovered is that wealth doesn't eliminate fear. It changes the fears. One of the most fascinating parts of our conversation was uncovering the hidden emotional challenges that often accompany wealth. These are topics many successful people experience privately but rarely discuss publicly. And if your goal is to become wealthy, it's important that you know what they are. Here are five of the most common fears we explored. — Christine Luken
9. “Referrals Are Dead”? Not Even Close.
“Referrals are dead!” That’s what someone said on a LinkedIn post the other day. I suppose he thinks that his prospects have started trusting robo-calls, mystery LinkedIn messages, and emails that begin with, ‘Dear Valued Sir.’ If anything, referrals – or better yet, introductions – matter MORE now than ever before. — Bill Cates
10. The Rocking Chair Test: How to Break Through Plateaus and 4X Your Revenue
Are you ready to take your business to the next level but unsure where to start? In this post, I’ll share proven strategies that can help you double, triple, or even quadruple your revenue in just three to five years. With over 32 years of coaching experience, I've seen firsthand the frameworks that work, and I’m here to break them down for you. — Joseph Lukacs
11. Wealth Advisors Are Growing Faster Than Expected—Despite AI, Retirements and Market Uncertainty
This year is at the halfway mark and it’s safe to say it’s been a challenging one, though not necessarily to an alarming extent. With that in mind, there’s plenty of good news for advisors. As highlighted in a new study by Natixis Investment Managers, advisors reported assets under management (AUM) growth of 12.5% over the past year. That percentage is expected to moderate a bit over the coming year, but the long-term expectations remain encouraging. “While advisors expect continued growth, their average 12-month outlook moderates to 10.7% as 64% say many clients want to hold more cash due to geopolitical uncertainty,” according to Natixis. “Longer term, advisors’ average growth outlook rises to 11.2% over the next three years, suggesting confidence that they can navigate the structural changes reshaping the business of advice.” That sanguine outlook is in place even as advisors acknowledge they’re demographic and technological challenges emerging. — Todd Shriber