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1. How to Seamlessly Transition Clients from Another Advisor
Changing financial advisors isn’t just about numbers—it’s personal. Clients often feel conflicted about leaving their previous advisor, even when they know it’s the right decision. They may feel awkward, guilty, or even nervous about having “the talk.” — Bill Cates
2. Should You Trust AI Financial Advice?
Artificial intelligence (AI) is rapidly changing how people complete tasks, process information and make decisions. These new technologies have streamlined conventional functions in several industries, improving efficiency and accuracy. — Zac Amos
3. Scaling Your Practice Without Sacrificing Personalization: Introducing the Custom Model Portfolio Builder
More and more advisors tell us the same thing: clients expect greater personalization in their portfolios. In fact, 60% of wealth managers expect their high-net-worth clients to require some degree of personalization either now or in the future.1 But delivering customized investment solutions across multiple clients is no easy task. — Kara Dombroski
4. The One Sure Thing in Markets Today? Uncertainty
Can global equity markets climb higher in a geopolitical climate that only seems to be getting more precarious? We believe financial markets have performed relatively well so far this year primarily because corporate earnings growth – and the growth of the economy more broadly – show few signs of slowing down despite the highly-volatile macro backdrop that investors find themselves navigating these days. — Kevin McCreadie
5. The Trump Effect on Markets: How to Turn Fear Into Future Gains
High sentiment levels entering 2025 lowered our expectations for returns in 2025, as we recently shared in our annual Outlook presentation. Markets lacking clarity and conviction seldom move high and to the right. However, sideways markets with high volatility levels provide investors with terrific entry opportunities. Use sentiment as your guide. — David Waddell
6. Advisors Who Win: The Secret to Becoming the First Choice for Clients
Some advisors have turned referrals into a strategic advantage. These seasoned veterans use referrals to filter market opportunities—if a center of influence does not refer you, you can't be a client. Other advisors have implemented a referral strategy to help them endure bear markets. — Jeff Thorsteinson
7. Why Tariffs Won’t Fix the Trade Deficit Problem
President Trump knows he’s brilliant. How? He told himself. Knowing he’s brilliant, he just tripled down on stupid by placing 25 percent tariffs on Canada and Mexico and raising the tariff on China from 10 to 20 percent. The Wall Street Journal’s editorial board called the tariffs “The dumbest trade war in history.” Who’s next? Surely the EU and, perhaps, the UK. Collectively, today’s and tomorrow’s actual and like tariff targets account for some two thirds of total U.S. imports. — Larry Kotlikoff
8. The Hidden Costs of Tariffs: Who Really Pays the Price?
In this episode, Chris Versace and Lindsey Bell break down the recent market downturn, escalating tariff tensions, and what investors need to watch next. They discuss the economic fallout of Trump’s tariffs on Canada, Mexico, and China, how retailers are reacting, and why inflation concerns are rattling markets. — What Does It Mean?
9. Financially Confident: How Women Are Taking Charge of Their Retirement Future
Markets haven’t gotten off to the start this year that investors were hoping as headline risk is running high in the U.S., but it appears female investors are seeing the forest through the trees as they feel optimistic about their 2025 financial outlooks. — Todd Shriber
10. Your Clients: Uncovering Hidden Risks and Untapped Opportunities
Each year we ask high-net-worth investors how they feel about their advisory relationship. And each year we raise a proverbial glass to the industry, to toast the work that advisors are doing to achieve such strong results. Our last study was no different. So breathe in the numbers, high-five whomever is next to you and feel good for a moment! — Julie Littlechild
11. Dot-Com Bust Anniversary: Are We Headed for an AI Bubble?
In the dot.com universe hundreds of stars were shining bright, as hyper-enthusiasm for the digital world took hold of market sentiment. Low interest rates, and frenzied interest in tech companies taking off in the new online arena meant capital flowed thick and fast to startups making big promises. When interest rates started to ratchet up and funding dried up the dot.com party ended in dramatic fashion. — Susannah Streeter