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1. The Next Growth Challenge for RIAs Isn't Competition—It's Discoverability
The firms that solve discoverability won’t just attract more attention. They’ll build stronger brands, stronger enterprise value, and businesses that can keep growing as the market becomes more competitive. The firms that keep waiting may eventually realize they didn’t avoid a marketing investment. They delayed building one of the most valuable growth assets in their business. — Kirk Lowe
2. BCG Says AI Will Transform Wealth Management. They Buried the Most Important Finding.
A friend sent me the new BCG white paper on how AI is rewiring wealth management, and I want to be fair to it. This is a good paper, and the direction is right. AI is going to reshape the delivery economics of advice, and any firm telling itself otherwise is going to get run over. I will go further than BCG did on that point. Financial planning, portfolio construction, servicing, compliance, that work is getting commoditized faster than most owners want to admit, and pretending your version of it is special is not a strategy…it’s a fantasy. — Mike Garrison
3. What America’s 250th Anniversary Taught Us About Wealth, Legacy, and Long-Term Thinking
According to an April 2026 Morning Consult survey, the majority of Americans across every age group describe themselves as patriotic, with that sentiment growing strongest among older generations: 67% of adults ages 45 to 64 and 86% of Americans 65 and older. For a wealth management firm serving families who think in generations, that is not a coincidence. It is a starting point. In wealth management, we spend a great deal of time talking about the long view. — Molly McClure
4. Why So Many Successful Men Lose Their Identity in Retirement
When I first became an advisor, most of my training focused on mastery of quantifiable opportunities and risks. My studies oriented me around the familiar risks in later life: market crashes with less time to recover, inflation that pinched affordability, tax attrition, and healthcare / long-term care costs. However, I’m seeing another risk emerge—one that doesn’t show up in a Monte Carlo simulation and seemingly strikes at men disproportionately. It involves struggles where the risk isn’t running out of money. It’s running out of identity. — Tom West
5. The First Mass-Market Robots May Not Walk. They May Fly.
For the past several years, artificial intelligence has lived primarily on a screen. You type a prompt. You receive an answer. The exchange is useful, sometimes remarkable, but fundamentally disembodied. AI sees and speaks, but it does not act in the physical world. That is beginning to change. The term physical AI describes systems that combine perception, reasoning, and motion to operate in real environments, not as simulations, but as machines that move through space, respond to conditions, complete tasks, and learn from the world around them. Humanoid robots are often cited as the most vivid example of this shift, and the imagery is compelling. — Christopher Gannatti
6. The Dow Transports Just Sent a Bullish Signal Investors Shouldn't Ignore
Planes, Trains, and Automobiles….isn’t just a classic John Hughes film starring Steve Martin and the late, great John Candy (Uncle Buck is an all-time favorite of mine), it is the focus of this week’s note; more specifically, the Dow Jones Transportation Average and what the Index might be telling us about the health of the US economy and US stock market. — Tim Holland
7. Never Bet Against America: Why U.S. Exceptionalism Still Wins for Investors
Close to 40 years ago, I moved from Canada to the U.S. after acquiring a controlling interest in U.S. Global Investors. I’ve built my entire life and career here, and in all that time, I’ve never stopped marveling at my adopted country. There’s something here you just can’t find anywhere else: the idea that an ordinary person can show up with a little energy and a lot of conviction and build something great. That idea has a name, and this month, we’re celebrating its 250th anniversary. — Frank Holmes
8. 10 AI Terms Every Financial Advisor Needs to Know
You've said "agentic AI" in a meeting this month. Could you actually define it? Be honest. Most advisors can't. Nobody's fault. Vendors throw these words around expecting you to nod along. So let's fix that. Ten terms you keep hearing. Here's what they actually mean for your practice. — Matt Halloran
9. Market Intel for Stronger Client Conversations with Matt Berger
Matt Berger, Vice President of Client Investment Strategies at Lincoln Financial, discusses how Lincoln's Market Intel Exchange helps financial professionals bring clearer market perspective into client conversations. The Market Intel Exchange (MIE) is Lincoln’s monthly, client-friendly market resource, featuring charts and insights designed to help advisors explain timely market events, economic trends, and planning topics in plain English. — Lincoln Financial
10. AI Is Giving Dangerous Life Insurance Advice. Who Pays When It's Wrong?
Want to Get Life Insurance Wrong? Ask AI. AI should either provide financial advice that conforms with economics or stop giving advice. Otherwise, AI companies can look to be sued. Will AI Face Class Action Lawsuits for Its Financial “Advice”? A month ago, a German court ruled that Google was liable for damages arising from its AI-generated statements. Here’s the Yahoo.com headline: Germany told Google it owns every wrong answer its AI gives — and 78% of Americans already use these tools – Larry Kotlikoff
11. Nine Habits That Quietly Build Millionaire Wealth
The wealthiest individuals around you often look completely average. You might assume the guy driving a fancy sports car has a high net worth. His net worth could actually be a negative six figures. Meanwhile, an unassuming woman driving a 10-year-old Toyota Camry might sit on a $3 million portfolio. — Alex Chalekian