AI, which everyone is desperately trying to plug into systems that were never designed for intelligence. And that’s the problem.
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Why Most Banks Will Fail at AI—And Don’t Even Know It Yet -
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.
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Most Financial Advisors Talk Prospects Out of Becoming Clients Many Advisors don’t lose business because they explain too little. They lose business because they explain too much.
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AI Is About To Expose Every Weakness in Your Advisory Practice Let’s be honest about what’s actually happening.
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Affluent Clients Are Craving Something Most Brands No Longer Deliver We spend so much time in business talking about innovation, automation, efficiency, scalability, optimization, and digital transformation.
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Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now After a volatile first quarter, equity markets have shown welcome resilience, with returns improving meaningfully through April and into May.
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She’s Not a Niche—She’s the Future of Wealth It is about building a firm that is structurally ready for where wealth is going. And that is a business conversation.
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The Follow-Up That Wins Clients Without Chasing Them There is a quality that is easy to understand intuitively but difficult to hold onto in the follow-up phase of a sales relationship.
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Better Sales Conversations Start With Better Follow-up Questions It seems basic to be told, taught, and prodded to ask questions when we communicate with clients.
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What Great Companies Do After Customer Service Fails Determines Customer Loyalty How should companies prepare for customer service failures and complaints?
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How To Reach the Truth After a Prospect Steps Back When a prospect steps back after a first sales conversation, something is available in that moment that is rarely taken advantage of.
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Clients Don’t Consolidate Assets Until Emotional Confidence Exists Why wallet share is often driven more by emotional confidence than performance
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Financial Advisors Lose Referrals Online Long Before Prospects Ever Reach Out It's easy to think that was because of timing, fit, or circumstances. But that's not always the case.
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Why Top Advisors Don’t “Find Time”—They Engineer Capacity Instead Here’s what we see top advisors are doing to give themselves the best chance at the best 2026
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Movement as Medicine for Longer, Healthier Retirement Years Consistent movement — even in modest amounts — can have a profound impact on long-term health.
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Advisors Who Focus on “Generation Up” Issues Stand Out From Those Focused on “Generation Down” Hopes and Dreams Here’s how to go Generation Up with estate planning as the grounding conversation:
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Breaking Down Loan Repayments: Tools Every Borrower Should Use Before Applying A loan can help cover vehicle repairs, medical bills, education costs, debt consolidation, or short-term cash flow gaps.
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From Money Shame to Financial and Spiritual Harmony Christine Luken shares her journey reconciling spirituality and money, emphasizing that money is deeply emotional and intertwined with spiritual beliefs.
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Information Overload Is the Real Risk to Client Investment Behavior Information is essential to our survival and thriving in the world. As children, we are taught – sometimes painfully – not to touch a hot stove
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How Women Can Protect Wealth and Reduce Stress During Divorce How do you make clear decisions when everything feels uncertain? And how can the right guidance help you avoid costly mistakes along the way?
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When Wealth Can Be Detrimental to Your Health $25 million bought one family everything except a coherent approach to healthcare
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Stop Starting With Your Resume and Start Getting Interviews What they don't realize is this: the resume is not the starting point of the job search; it's the output of it.
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11 Most Read Articles of the Week Despite the market uncertainty and geopolitical noise of 2026, earnings expectations have remained strong.
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Interview Success Starts With Choosing a Better Story To give us a running start, I want to discuss one of the most important decisions you make in a job interview.
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Team Silence Usually Points to Leadership, Not Engagement Problems They ask for feedback, invite ideas, and communicate that they are open to different perspectives. The intention is there.
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Comfort Is Making CEOs Worse Decision-Makers When something is hard, your brain treats it as a signal: this matters, pay attention, build new circuitry here.
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Getting Laid off Led to Career Growth I Never Expected When numbers drive the conversation, functions tied directly to short-term financial metrics tend to win the room first.
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The Next War Will Be Over Food and Water Investing in a safe and secure food future resonates with all of us, governments and individuals alike.
Questions for Financial Advisors To Ask Clients About Taxes and Charitable Giving
Download a PDF of this article Talking about charitable giving is one of the most effective ways financial advisors can connect clients' values with tax-smart financial planning.
By DAFgiving360™
Wall Street’s 20% Bear Market Rule Is Breaking Down in Modern Markets
After three decades of watching market cycles play out from both sides of the trade, I’ve come to a simple conclusion: Wall Street’s love of simple rules is one of the most dangerous aspects of investing.
By Lance Roberts
Forget Nvidia? Why Micron Just Became AI’s Hottest Stock
Congrats to Micron (MU). It just broke into the top-10 largest American stocks, which is a big deal in our Disruption Investing framework.
By Chris Reilly
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Curious if Autocallable Growth Works? Use the Rule of 72
Broadly speaking, most investors and advisors who have been trading for a while are well aware of the Rule of 72.
Advisors: Where Do You Add Value?
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Successful Owners Don’t Exit From Something—They Exit To Something
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The Financial Advisor Who Made Me Feel Like the Only Client They Had
The ones they have referred without being asked. The ones they call first when something changes in their lives.
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Retirement income resources for client conversations.
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Health planning is wealth planning.
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The Autocallable ETF conversation.
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Craig Cmiel | Model Portfolios With More Conviction
Craig Cmiel of BX Partners explains how curated managers and blended strategies can support more confident advisor portfolios.
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Nitrogen COO Micaela Barraza discusses the operational work behind scaling advisor technology and maintaining a consistent advisor experience.
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Trust Is Currency: 3 Ways Financial Advisors Can Earn It Faster
Cuts straight to what actually builds trust with new audiences in 2026. Not better branding. Not more content. Three things
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Markets
Market context, chart-driven reads, and advisor-ready capital-market perspective.
- Bull Market Rotation Has Begun. Is It Built To Last? Stephen Kates
- Summer Rally or Summer Correction? Lance Roberts
- Inflation Came in at 4.2%—But the Real Story Is Oil Lance Roberts
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Bond-market context, yield strategy, and fixed-income portfolio construction coverage.
Active Investing
Active-management perspective, portfolio positioning, and manager commentary.
- SpaceX Is Up 19% Since Its IPO. Here’s Why We’re Not Buying It Chris Reilly
- SpaceX Just Became History’s Most Expensive Mega-Cap Stock Stephen McBride
- Markets Are Sending a Message Investors Shouldn’t Ignore Steve Sosnick
Strategists
Strategist views, model positioning, and market commentary for advisor conversations.
- Striving to Build Wealth with Portfolios That Endure with Paul Ma Fidelity Investments
- How to Stay Elevated in a Falling Market with Mary Ann Bartels Power Your Advice
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- Slant’s Client Tree Points to the Future of Advisor CRM Douglas Heikkinen
- Key Insights From the 2026 T3 Conference Bill Hortz
- WealthTech Failures Start Before Software Even Shows Up James Cantwell
Artificial Intelligence
AI, automation, and emerging intelligent tools for advice businesses.
ETFs
Exchange-traded fund coverage, portfolio construction, and product education.
- ETF Market Signals Resilience Amid Washington Noise Todd Shriber
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Research
White papers, charts, studies, and research-backed advisor resources.
Future of Advice
Industry change, advisor business models, and the evolving client experience.
Retirement Planning
Retirement planning, withdrawal strategy, and client income conversations.
- Retirement Income Checkups Need a 2026 Reality Refresh Tom West
- Nobody Delays Retirement Because of Fees Don Connelly
- 2032 Is Just Beginning of Social Security’s Problem Laurence Kotlikoff
Annuities
Annuity strategies, product education, and guaranteed-income planning context.
- Annuities Have a Feature Most Owners Never Use Guest Contributor
- A New Golden Age of Annuities Is Here Todd Shriber
- Why Annuities Aren’t the Villain You Think They Are Richard Rosso
Insurance
Insurance planning, risk transfer, and client protection strategy coverage.
Personal Finance
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
- 6 Investment Ideas Across Growth, Income, and Retirement Portfolios Guest Contributor
- 3 Overlooked Roth Conversion Strategies That Could Slash Retirement Taxes Todd Shriber
- Your 401(k) Is Only Part of Retirement Strategy Mary Beth Storjohann
Alternative Investing
Alternatives, private markets, cryptocurrency, and portfolio diversifier coverage.
Opinion and Viewpoints
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- The Most Qualified Executives Never Get Board Invitations Jasmine Sandler
- Consumer Sentiment Makes No Sense Right Now Jay Mooreland
- Attention, Not Worry, Is Driving Organizational Short-Termism Paul Taylor
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Video, audio, transcripts, and multimedia conversations from PowerAdvice.
- Kayla Watson | Financial Literacy as a Career Calling PowerAdvice Media Group
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