Trending
1. How to Become the Only Advisor They Are Still Thinking About
In a market where credentials are broadly similar, processes are largely comparable, and the language of client-centred service has become universal, something specific has happened to the experience of evaluating an advisor. Every advisor looks roughly the same. Not because advisors are the same. The differences in capability, in approach, in genuine care for the client are real and significant. But from the outside, from the perspective of a prospect sitting across from their third or fourth first conversation in as many weeks, the surface presentation of most advisory practices is difficult to distinguish. — Ari Galper
2. A Fresh Case for Developed International Equities
With non-U.S. developed markets offering higher dividend income, lower valuations and less concentration risk than U.S. mega-cap benchmarks, DDWM seeks to provide investors a differentiated way to access international equity exposure without relying solely on a mean-reversion thesis. — Christopher Gannatti
3. The Millionaire Next Door Is Still Living Next Door — But Wealth Looks Different Today
America has millions more millionaires than it did a generation ago. But income, lifestyle and wealth are still very different things—and helping clients understand the distinction can lead to better conversations about spending, family and financial independence. Human nature is funny. Even when we are doing well financially, many of us remain quietly curious about the people living around us. — David Conti
4. The 10 Issues to Watch Ahead of the 2026 Midterm Elections
The mid-term elections are just under three months away, and markets have begun to price in the potential impacts of the vote. Races in the House of Representatives and the Senate will influence fiscal policy, alter the geopolitical landscape, and weigh on a wide array of economic and non-economic issues. Ahead of the vote, I’ve assembled visuals covering 10 topics that should be top of mind for investors; and to help “set the stage” leading up to the mid-terms on November 3rd. — Ryan Dressel
5. Stop Trying to Be Known Everywhere. Become the Go-To Advisor for One Powerful Niche
You’re sitting across from your coach. It’s mid-morning, just before lunch, and your calendar is finally quiet enough for real thinking. You lean back and say it out loud: “I feel like I’m invisible in this city. Too many advisors. Too many voices. How do I stand out when the market’s this saturated?” Your coach smiles—not because it’s a new question, but because it’s the right one. Then she says, “You don’t need a bigger audience. You need the right one.” You feel a wave of relief wash over you, knowing that there is a solution to your visibility problem. — Jeff Thorsteinson
6. The Most Powerful Differentiator for Financial Advisors May Be the Simplest: Dependability
While talking to a very experienced and successful adviser I asked him what he put his phenomenal success down to. He said: “I am dependable”. As simple as that…a 40 year record of happy clients and success in financial services is summed up. He doesn’t claim to be the best technician of all time, and readily admits to disliking a lot of the paperwork and back office stuff…and doesn’t pretend to be great at it. But he is smart enough to hire people who are good at it, and they are people he can depend on. Which means of course, that his clients can depend on his firm to do what it promised. — Tony Vidler
7. Record Money Market Assets: What History Says Could Happen Next
While it can be beneficial for investors to hold cash for preservation or liquidity purposes, holding too much can lead to suboptimal results. Money market fund assets have continued to reach all-time highs in 2026. Historically, this has been a bullish sign for stocks as they have performed better than average following periods of peak money market assets. — Lincoln Financial
8. They’re Not Saying No: Why Financial Advisor Prospects Don’t Respond
One of the questions I hear from financial advisors all the time is, "If this person is concerned about their financial future, and if they even suspect they could benefit from professional advice, why won't they respond?" It's a fair question. Maybe they were referred to you by one of your best clients. Maybe they're approaching retirement, selling a business, receiving an inheritance, or facing some other major life event where financial advice could make a real difference. Maybe they even asked for information from you at some point. — Bill Cates
9. Calamos Autocallable Income ETF Accomplishes a Unique First
The U.S. exchange traded funds (ETFs) industry is 33 years old so “firsts” and unique fund-level accomplishments aren’t exactly everyday occurrences. Looking at a more recent time horizon, 1,167 ETFs launched in the U.S. last year – a sizable number that implies it was difficult for rookie ETFs to stand out from the pack. The Calamos Autocallable Income ETF (CAIE) is shattering those norms. CAIE is the undisputed pioneer and king of the autocallabe ETF space – a new fund genre that can defray some of the risks associated with traditional covered call ETFs while generating more income and protection. To be sure, those are impressive superlatives, but CAIE has accomplished something more statistically tangible: It’s hauled in capital every week of its existence. — Todd Shriber
10. Why Some Prospecting Strategies Succeed and Others Fail
All financial advisors need to prospect. More specifically, they need a constant inflow of new prospects and clients. Consider the bathtub analogy: (Yes, I know – everyone has walk in showers now!) The drain in the tub represents client attrition. They move away. They die. They get seduced by an advisor at another firm. It happens. The drain lowers the water level. The faucets and tap at the top bring in fresh water. These are new clients. Even if your objective is a steady state book or business, you need to replace those losses. Prospecting is the solution. — Bryce Sanders
11. Legacy Planning Isn’t Just About Wealth. It’s About Preparing the Next Generation
When families think about legacy planning, the conversation often starts with assets: investment accounts, real estate, trusts, business interests, and working cash. But after years of working with successful families, I've come to believe that preserving wealth is rarely the hardest part. Preserving purpose is. Too often, families spend decades building wealth and only a fraction of that time preparing the people who will eventually inherit responsibility for it. — Beth Nolan