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1. How AI Is Revolutionizing Advisor Productivity
While some barriers to adoption remain within the advisory business, it’s clear that artificial intelligence (AI) is being deployed at scale across the financial services space and there’s room for substantial growth in the years ahead. Both factors have significant implications for advisors. — Todd Shriber
2. Fed Surprises & Inflation Shocks: What You Need To Know for 2025’s Fixed Income Market With Kevin Flanagan
WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Kevin Flanagan is the Head of Fixed Income Strategy at WisdomTree, joining us to discuss the latest developments in monetary policy, inflation trends, fixed income strategies, and investment opportunities for 2025. — Power Your Advice
3. The World’s Greatest Tech Stock Revealed
This crypto is like the greatest tech stock the world has ever known. I believe it’s set to outperform the vast majority of other cryptos over the next few years. And today, I’ll share three reasons why—and how to get started. No, it’s not bitcoin (BTC), although my research shows it should continue to rise and potentially hit $250K this cycle. — Stephen McBride
4. Pandemic Market Trends: Who’s Still Winning and Who’s Losing?
Five years on from the start of the pandemic, we take a look at how the world has changed for some of the most affected sectors. It’s surreal to think that it’s been five years since the outbreak of COVID-19. It heralded the era of lockdowns, face masks and social distancing, which threatened the very survival of many businesses and even industries. — Derren Nathan
5. Where Will You Find New Clients in 2025?
Everyone needs new clients. Even if you are happy with the size and scale of your practice, you lose clients through attrition. Where will your new clients come from in 2025? Let us mention the obvious source first. Referrals from current clients. You know this already. You have a strategy already in place. Let us look at other sources. — Bryce Sanders
6. Back-to-Back Wins: Two Years of 20%+ Market Gains
Stocks are ended 2024 on a high note as equities recover from earlier losses. However, investors are considering this bull market’s endurance, especially following two consecutive years of returns exceeding 20%. There is indeed reason for caution since 2025 will feature a fresh political backdrop as President Trump and his crew set up shop in the District of Columbia. Meanwhile, the health of the European and Chinese economies is top of mind, with market participants concerned that protectionist policies may derail activity in those regions. — Jose Torres
7. 2024’s Highs and What They Mean for a Hopeful 2025
Investors looking forward to 2025 are trying to discern if U.S. equity markets will continue to lead the world in performance, or if a mean reversion trade would make better sense. On the whole, we are cautiously optimistic on asset price growth continuing in 2025 and our outlook continues to favor the U.S. over international stocks (although we do think that there are compelling reasons to consider an allocation abroad.) — Scott Colyer
8. Expert Picks: 5 Stocks to Watch Closely in 2025
2025 global markets stand at a crossroads, shaped by a mix of economic recovery, innovation, and geopolitical shifts. Investors are navigating a landscape influenced by falling interest rates, evolving consumer behaviour, and rapid technological advancements. The year ahead promises significant opportunities, but also challenges, as companies adapt and position themselves for long-term growth. — Hargreaves Lansdow
9. Bullish and Bearish Scenarios for 2025
Over the past couple of weeks and into the next few weeks, you will likely be inundated with economic forecasts and stock market scenarios for 2025. We do not want to add to your pile of scenarios, but we think it may be valuable to share the latest thoughts from our colleague Jim Colquitt of Skillman Grove Research. Jim’s scenarios for 2025 and all of his other research are on his Substack page. — Lance Roberts
10. Jimmy Carter: Lessons in Leadership and New Fiscal Realities
Jimmy Carter’s death has led to much commentary offering a positive revision to popular but negative histories of the man and his presidency, not just his humanitarian efforts as an ex-president. I suggest the historical perspective on his presidency has been particularly confused by two items given too little attention. — Eugene Steuerle
11. How To Be The ONLY One In 2025
It’s that time of year again – time to reflect and set intentions for the new year. We ponder our priorities, goals, and what might bring us happiness. But this year, let’s consider a different approach. Instead of focusing solely on personal desires, let’s choose a resolution that benefits others, the environment, businesses, or society as a whole. — Roy Osing