In a 4% price-increasing world, does earning ~3%–4% on cash or ultra short-term money make a lot of sense anymore? Probably not.
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Is It Still Okay to “T-Bill and Chill”? -
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 AI changes the physics. It compresses time. It raises expectations. It makes basic competence cheap and immediate. And it rewards one thing above all else
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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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Is It Still Okay to “T-Bill and Chill”? In a 4% price-increasing world, does earning ~3%–4% on cash or ultra short-term money make a lot of sense anymore? Probably not.
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Why the Wealthy Never Invest Like Retail Investors A little U.S. large cap. A little international. Some bonds. Maybe a tactical sleeve that somehow still owns the same seven stocks as everything else.
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What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure If you want a single indicator of how fast this industry is moving, just look at the chip sector.
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11 Most Read Articles of the Week 1. The Advisor Clients Never Leave There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge or the breadth of services they offer.
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Successful Owners Don’t Exit From Something—They Exit To Something The Discipline Behind the Firm You Would Actually Build Today
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The AI Bubble Warning Wall Street Doesn’t Want to Hear Given the strong correlation between oil prices and CPI, the type of normalization could profoundly reduce CPI and, with it, sharply reduce bond yields.
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The Organic Growth Crisis in Wealth Management To better understand these industry shifts and the emergence of AI-native growth systems in wealth management
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Is It Still Okay to “T-Bill and Chill”? In a 4% price-increasing world, does earning ~3%–4% on cash or ultra short-term money make a lot of sense anymore? Probably not.
-
Why the Wealthy Never Invest Like Retail Investors A little U.S. large cap. A little international. Some bonds. Maybe a tactical sleeve that somehow still owns the same seven stocks as everything else.
-
What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure If you want a single indicator of how fast this industry is moving, just look at the chip sector.
-
11 Most Read Articles of the Week 1. The Advisor Clients Never Leave There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge or the breadth of services they offer.
-
Successful Owners Don’t Exit From Something—They Exit To Something The Discipline Behind the Firm You Would Actually Build Today
-
The AI Bubble Warning Wall Street Doesn’t Want to Hear Given the strong correlation between oil prices and CPI, the type of normalization could profoundly reduce CPI and, with it, sharply reduce bond yields.
-
The Organic Growth Crisis in Wealth Management To better understand these industry shifts and the emergence of AI-native growth systems in wealth management
-
11 Most Read Articles of the Week 1. The Advisor Clients Never Leave There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge or the breadth of services they offer.
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Courage Is Sometimes Walking Away Instead of Stepping Forward Courage is not the absence of fear, but the refusal to let fear choose your life.
The #1 Reason Ideal Clients Choose Another Advisor
It isn’t the client or potential referrers fault if they don’t understand what great value we can deliver or how we can help them.
High-Touch or High-Tech? You Can Have Both
When technology operates seamlessly in the background, you have the bandwidth to build deeper relationships.
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.
Of High Interest
The Organic Growth Crisis in Wealth Management
To better understand these industry shifts and the emergence of AI-native growth systems in wealth management
The Four-Part System Turns Advisory Marketing Into Predictable Growth
Wondering why your pipeline is still driven almost entirely by referrals and luck. There’s a better approach. I call it the brand authority flywheel.
Successful Owners Don’t Exit From Something—They Exit To Something
The Discipline Behind the Firm You Would Actually Build Today
The “First-Class” Communication Strategy That Turns Top Clients Into Advocates
If you want to deliver a world-class communication strategy for your top ten clients and your top ten prospects here are a few ideas.
Featured Partners
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Opinion
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- 11 Most Read Articles of the Week By Douglas Heikkinen
- Courage Is Sometimes Walking Away Instead of Stepping Forward By Dr. Charles Glassman
ETF
Exchange-traded fund coverage, portfolio construction, and product education.
- Is It Still Okay to “T-Bill and Chill”? By Calamos
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- Are We Living Through a Sputnik Moment? By Chris Skinner
- How Artificial Intelligence Is Reshaping Oil and Gas Operations By Guest Contributor
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- Why the Wealthy Never Invest Like Retail Investors By Guest Contributor
- What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure By Frank Holmes
- The AI Bubble Warning Wall Street Doesn’t Want to Hear By Michael P. Lebowitz
Future of Advice
Industry change, advisor business models, and the evolving client experience.
- The Organic Growth Crisis in Wealth Management By Bill Hortz
- The Evolution of Money Is Reshaping Wealth Management By Guest Contributor
- Advisors Chasing Scale May Be Destroying Client Trust Without Realizing It By Jud Mackrill
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- Kayla Watson | Financial Literacy as a Career Calling By PowerAdvice Media Group