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1. The $1.2 Million Retirement Wake-Up Call: What Every Financial Advisor Should Know
Advisors know that retirement is top of mind for scores of clients, including plenty that are in younger age groups with plenty of working years ahead of them. Advisors also know that clients’ perceptions about dollar amount needed to retire comfortably fluctuates depending on the individual and the various surveys gauging such things. — Todd Shriber
2. The Midterm Election Pattern Investors Shouldn't Ignore
The run-up to a midterm election has historically been bumpy. Volatility tends to build through late summer and fall, peaking around October, and has run well above what’s been seen in ordinary years. The encouraging news is that once the results are in and uncertainty clears, choppiness has tended to ease through year-end. — Lincoln Financial
3. 5 Financial Advisor Content Ideas Your Clients Want To Hear About This Summer
Summer is the season most advisors mentally check out of their marketing. Posts slow down, newsletters get skipped, and content gets pushed to "after Labor Day." Meanwhile, your clients are still making financial decisions, asking questions, and paying attention to who shows up in their inbox or feed. The advisors who stay consistent through the summer are the ones prospects call in the fall. Here are five content ideas worth putting on your calendar right now. — FMG
4. The Regret Tracker: The Most Important Financial Dashboard You’re Missing
I have a confession as a financial advisor: Goals are overrated. When a new client signs on, they get prompted for their goals on a discovery form. Those responses tend to fall into two categories. — Tom West
5. Why the Stock Market Isn't Panicking Over Iran
At Orion, we have a deep appreciation of the power of compounding and the wealth creation capability of risk assets. We also have a deep appreciation of how difficult it is to time the market. So, we focus on the long-term and the fundamental factors that ultimately drive stock prices. That written, sometimes we go through a stretch where markets do better or worse than we would have expected, so our gaze shifts to the near-term as we try and make sense of what markets just did, and why. The past ten days or so seems like one of those stretches. — Tim Holland
6. CAIE’s First Year: Inside the Engine Behind the Income
“The proof of the engine is in the running,” and Calamos Autocallable Income ETF (CAIE) has been dead-on in meeting its objective of delivering high, stable income tied to equity market performance, rather than traditional fixed-income credit or duration, through exposure to a portfolio of 52 or more autocallables. — Calamos
7. Why Stocks Keep Rising Despite War, Inflation, and Higher Rates
How have global markets reacted to conflict, inflation and AI growth? Explore key market trends and the best and worst performing Wealth Shortlist funds. Conflict in the Middle East has dominated headlines in the first half of 2026. But you wouldn’t know it from a glance at the huge stock market returns over the last 12 months. So, has the war in Iran mattered for markets? And, if military action in the Middle East hasn’t been driving performance, what has? — Tom James
8. Why the AI Selloff Could Be the Best Thing to Happen to Long-Term Investors
It feels like everyone’s been waiting for tech and artificial intelligence (AI) stocks to sell off for months. Well, the selloff is finally here, sparked by skepticism that companies like Microsoft (MSFT) and Amazon (AMZN) actually shouldn’t be spending unprecedented sums of money to build out AI infrastructure as fast as possible. Stephen McBride will have plenty to say about that on Friday. — Chris Reilly
9. Being a Good Advisor Isn’t Enough To Generate Referrals
Here’s the uncomfortable truth about referrals. There’s some bad – or should I say very incomplete advice going around about what it takes to generate quality referrals. Yes, you should show up on time. Yes, you should do what you say, finish what you start, and say please and thank you. Dan Sullivan is 100% right – these are non-negotiables. — Bill Cates
10. Why the 2026 Bull Market May Face Its Biggest Test Before the Midterms
The first half of 2026 has delivered the same cocktail as 2025—everything is shaken but little is really stirred. In both years, a negative shock was absorbed quickly and for the same reason: While the Trump Presidency is inclined to disrupt the status quo, there is acute aversion to prolonged financial pain. The curtailed shock has become one of the signatures of Trump 2.0. Through all of this, the defining features of the investment landscape remain in place—dominated by the technological and financial supremacy of America, now amplified to the point of caricature by the AI revolution. — Michael Grant
11. AI Bubble or Investing Revolution? Evidence Points Both Ways
Are we in an AI bubble? We break down the warning signs, market trends and what it means for investors and portfolio strategy. A handful of stocks have enjoyed spectacular performance – those seen as the main winners of the rapid rise of artificial intelligence (AI). This has led investors to question whether we are in a bubble. We look at the evidence and say what it means for investors. This article is for information only and not personal financial advice. If you’re not sure what’s right for you, a financial adviser can help. — Robert Farago