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1. Why Gen Z Will Rely on Financial Advisors
As advisors know, the generations that get the most attention in the financial services community are baby boomers and millennials, but Gen Z are making a run at related fanfare, too. The age range for Gen Z is 13 to 28, meaning more than half of the demographic isn’t in the workforce and a significant portion isn’t even in college. However, that doesn’t imply advisors can sit idly by and wait for Gen Zers to age and accumulate wealth. — Todd Shriber
2. Top Investment Ideas for 2025
The financial landscape is constantly evolving and, as we enter 2025, investors are faced with a myriad of opportunities and challenges. At WisdomTree, our approach centers on navigating these shifts through informed strategies that align with macroeconomic trends, market dynamics and emerging global opportunities. Here, we explore key investment ideas and the broader themes shaping the upcoming year. — Jeremy Schwartz, Kevin Flanagan, Jeff Weniger, & Samuel Rines
3. Where Passive Investing Outshined Active in 2024
2024 was an eventful year. There was lots of political change with around half the world’s population heading to the polls. Central banks in most countries started to cut interest rates, although there were less cuts than predicted. And among all of this, geopolitical tensions around the world continued, which brought its fair share of uncertainty. Despite the economy proving to be more resilient than expected and global stock markets performing well in 2024, there were plenty of ups and downs along the way. — Danielle Farley
4. How to Prove Your Value and Win Over Prospects
Successful advisers today make sure they are demonstrating value to prospects...before the prospects have agreed to engage and become clients. Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains so today. However, who the prospect decides to continue their buying journey with us is often driven by how well the professional services firm demonstrates value before asking them to commit to becoming an ongoing client of the firm. — Tony Vidler
5. Striving to Build Wealth with Portfolios That Endure with Paul Ma
Paul Ma is the Vice President and Lead Portfolio Strategist at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. This episode explores how portfolio construction (PC) analysis tools and innovative review strategies help financial advisors enhance client engagement, improve accuracy, and balance technology. — Fidelity Investments
6. The Trump Bump and Dump: What It Means for Investors
On Monday, the S&P 500 officially made a round trip back to the same levels as election eve. The equity rally that kicked off when Donald Trump won the election has been erased. The financial media blames the recent dump on prospects for wide-reaching tariffs and other policies. The reality is that higher bond yields are the predominant culprit. — Michael Lebowitz
7. What Will Happen With Crypto in 2025?
So, I’ve already talked about payments, technology and mentioned cryptocurrencies but, this year, crypto deserves its’ very own singular entry Cryptocurrencies are huge in 2025. This is not only because Donald Trump and Elon Musk will do their utmost to make America the Crypto Capital, but because – after sixteen years – cryptocurrencies are coming of age. Hence, there are a huge range of crypto predictions, but I’ve narrowed it down to my two of my favourites: a16z and Bitwise. Let’s start with Andreessen Horowitz’s a16z crypto who have 14 big ideas for crypto in 2025, namely ... — Chris Skinner
8. Did the Market Misjudge Inflation?
In this episode, Chris Versace and Lindsey Bell discuss inflation expectations and market impact, the economic fallout of California wildfires, and preview December quarter earnings with a focus on major banks like JP Morgan and Bank of America. Don’t miss their insights! — What Does It Mean?
9. Advisors: Shift the Focus from Retirement to Living Fully
This year is off to an extraordinary and challenging start, with global events ranging from acts of terrorism to devastating fires. Amidst this backdrop, I had the opportunity to watch President Jimmy Carter’s memorial service during a flight. Usually, I would be engrossed in work or podcasts, but hearing the heartfelt stories from his grandchildren about his life left a deep impression on me. — Jud Mackrill
10. 5 Best Practices To Make Your Advisory Website Stand Out
When someone visits your website, it only takes 50 milliseconds to form an opinion – so make it count. Here are five proven techniques you can implement now to make your website stand out. — FMG
11. How to Back Elon Musk’s Potential Next Trillion-Dollar Venture
Before SpaceX, sending cargo into orbit cost $5,000 per pound. SpaceX cut this down to around $600 per lb. And Payload Research estimates the new Starship rocket will slash the price to a mere $5 per lb. That’s less than how much you pay to fly a package from China to the US. — Stephen McBride