Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The World Economy in 2026 You’re Not Stuck Because You’re Lazy — You’re Stuck Because You’re Missing This One Thing Transform Your Customer Service: Essential Steps Every Company Should Take Bold Ideas Don’t Come From Pressure — They Come From Permission The Open To Work Banner Debate: When It Helps, When It Hurts, and Who Should Avoid It Should You Really Care About Your Competitors? Why 2026 Could Be a Turning Point for Hope, Renewal, and a Better Society When Everything Is Unclear, Calm Execution Keeps Things Moving When the Story You Tell About Yourself Stops Working Alignment Isn’t Consensus: Why “Disagree and Commit” Is a Leadership Advantage The One Truth I Want You To Take in 2026 The Gentle Job Search: How To ‘Ping’ Your Network Without Asking for a Job From Chaos to Clarity: How Rise Growth Partners Is Redefining Disciplined RIA M&A The Fastest Way To Win Q1? Slow Down. Some Seasons Are for Roots, Not Fruits—and That’s Where Real Growth Begins Understanding Luxury Goods as Financial Assets: Where Taste Meets Value Don’t Wait for Perfect Conditions: How To Lead and Act in Times of Chaos Beyond Inheritance: How Donor-Advised Funds Help Build Purpose, Identity, and Generosity The Longevity Era Has Arrived: How 100-Year Lives Are Reshaping Retirement Risk Why the Holidays Are the Best Time To Stop, Reflect, and Reset Why Modular Homes Make Financial Sense for Modern Investors Success Isn’t About Credentials. It’s About How You Show Up Why The Presidency Has Become So Weak — In Serving the Public The Hardest Part of Investing Isn’t Making Money—It’s Surviving the Bad Months The Real Lessons of 2025: AI Won’t Kill Your Career — Stagnation Will Pension Reform Is Stalling—Here’s Why Higher Standards Depend on Both Trustees and Regulators The Power of Mentorship in Advisor Success You’re Not Different Because of Your Style—You’re Different Because of What You Deliver Decentralisation Doesn’t Fail—It Gets Attacked. Here’s How To Disarm the System. Clarity Is the New Capital: The Hidden Barrier Holding Back Small Businesses The People Who Shape Great Leaders: What Your Journey Reveals About You How To Make Clients More Resilient: 3 Behavioral Strategies Backed by Neuroscience The Magic We Make While Falling Apart: On Boundaries, Burnout, and Being Human The $Trillion Truth: What Generational Accounting Reveals About America’s Unsustainable Future The Billion-Dollar Blueprint: 5 Proven Strategies That Turned a Startup Into a Giant The Communication Shift That Turns a Good Manager Into a Great Leader Stop Leading From Fear: The FAID Framework Every High-Performer Must Know Brilliance Isn’t the Issue—Behavior Is: How To Lead Without Becoming the ‘Brilliant Jerk’ Want Customer Delight? Start by Rewriting These 3 Internal Rules The Wealth Gap Is No Accident — It’s a Half-Century Policy Design The Rising Cost of Payment Fraud: What Financial Leaders Need To Prepare for in 2026 Want To Lead, Influence, or Inspire? Master These Communication Habits First The Ambition Critics Call ‘Unrealistic’: How Mamdani Challenges NYC’s Broken System Are Lifecycle Funds Helping Workers—or Setting Them up for Failure? How One Awkward Moment at a Conference Turned Into an Unexpected Career Win Stop Smelling the Fresh Paint: How Leaders Miss What’s Really Happening Is This 1929 All Over Again? Why Now Is the Perfect Time To Start Dreaming Again—at Any Age How Professional Certification Courses Are Reshaping the Future of Financial Careers How Conspiracy Politics Broke the DOJ — And What It Will Take To Fix It Trending Treasuries Didn’t Fail. Investors Misunderstood Risk. Financial Advisors Are Missing Biggest Growth Opportunity in Plain Sight Should Financial Advisors Be Advertising on ChatGPT? We Spent $700 to Find Out Clients Will Pay for Advice. Just Not What Most Advisers Think You Built a Successful Advisory Firm. So Why Does It Feel Empty? The AI Selloff Is Back—And Investors Are Making the Same Expensive Mistake Again The AI Capex Bill Comes Due Stop Building Systems for Perfect People ⇤ « 5 6 7 8 (current) 9 10 11 » ⇥ 8 / 198
