Articles by Guest Contributor
- Research
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.
- Future of Advice
The Evolution of Money Is Reshaping Wealth Management
Most of us have never stopped to ask: What actually is it? Where did it come from? And what is our relationship with it doing to us?
- Money & Life
Geopolitical Tensions Are Creating a New Inflation Reality
Explains how rising energy prices and geopolitical tensions are driving a more persistent inflation backdrop.
- Practice Growth
Your Financial Planning Website Has Four Jobs. Most Only Do One.
The problem is that your website actually has four jobs. And most only do one.
- Artificial Intelligence
How Artificial Intelligence Is Reshaping Oil and Gas Operations
The global oil and gas industry has undergone a profound technological transformation in recent decades.
- Practice Growth
Real Enterprise Value Starts When Your Firm No Longer Depends on You
Did not own a business. I had a job with a very friendly boss, me. Every plan, every meeting, every fire drill, every client question came back to my desk.
- Market Intelligence
Overseas Buyers Are Snapping up UK Companies at Bargain Prices
Political turbulence is pushing UK gilt yields higher and fuelling a surge in takeovers. Here’s why patient investors may find compelling value.
- Research
Orbital Compute Networks Emerge as Long-Term AI Infrastructure Theme
AI is driving a new infrastructure race for power and compute. Could space-based data centres be the next frontier for investors and technology?
- Retirement & Income Planning
Women, Wealth & Stewardship: Navigating the Great Wealth Transfer
Today, women are inheriting and controlling more wealth and making more financial decisions than ever before.
- Money & Life
Contractor License Bonds: Financial Responsibilities and Requirements
May seem like just another licensing requirement, these bonds have real financial implications that affect how a contracting business operates and grows.
- Practice Growth
Practice or Firm? The One Marketing Decision That Shapes Everything
A lifestyle practice and a scalable firm can both be great businesses, but they don’t need the same marketing strategy.
- Opinion
How Washington Programmed Long-Term American Decline
America may not be in full decline, but our government has surely scheduled it.
- Active Insights
Nvidia Keeps Beating Earnings — But Markets Want More This Time
The real question is whether NVIDIA can continue to justify the extraordinary expectations already embedded in its share price.
- Artificial Intelligence
AI Can Produce Infinite Content, but It Still Can’t Replace Human Taste
When everyone can produce polished output quickly, polished output stops being the thing. The floor got higher. So did the noise.
- Practice Growth
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.
- Practice Growth
Why Winning Clients Feels More Like Dating Than Selling
They notice you, check you out, look for trust signals, and quietly decide whether the relationship feels worth exploring.
- Artificial Intelligence
Are AI-Era Technology Companies Rewarding Employees More Than Shareholders?
As enthusiasm around AI continues to dominate markets, we believe investors should remain disciplined and continue focusing on valuation
- Artificial Intelligence
AI Anxiety Is Distracting People From a Much Bigger Career Threat
Every few months a new study drops, someone posts a hot take about which professions are doomed, and a fresh wave of existential dread washes over LinkedIn
- Research
Big Tech Dominance Is Reshaping Global Markets and Investor Risk
We take a deeper look at the makeup of major global benchmarks and why checking under the bonnet of your portfolio matters for your diversification.
- Opinion
Essential Financial Insights Into the Growing Trend of Dental Tourism
Dental tourism has become a worldwide issue as many people opt to travel outside their own country to seek affordable and good dental treatments.
- Opinion
The Best Advisors Don’t Chase Clients—They Choose Them
The idea was to help students fund their university fees with a pre-determined percentage of their future income.
- Practice Growth
Your Business Isn’t Stuck — It Has Outgrown How You’re Running It
Once that shift happens, it becomes difficult to ignore the gap between where you are and what you are trying to build
- Practice Growth
Advisors Want AI. But Success Depends on What Comes First
That distinction matters. Wealth management remains a relationship-driven business, grounded in trust, personalization, and accountability.
- Practice Growth
The Nike Reset: How Elliott Hill Is Turning Strategy, Marketing, and Culture Into Growth
Beyond headlines and quarterly results, there are actionable lessons here for marketers, founders, and growth leaders everywhere.
- Active Insights
The Trillion-Dollar Launch: How SpaceX’s Path to Public Markets Redefines the Private Universe
The financial world is anxiously awaiting the planned initial public offering of SpaceX, the reigning king of private companies.
- Artificial Intelligence
Cutting Through the Noise: How Robo-Advisors Will Actually Impact RIAs
Discusses the real advantages and limitations of robo-advisors and why human insights will remain essential to the sector.
- Practice Growth
8 Fractional Leadership Roles Every Growing RIA Should Consider Now
Here are 8 fractional leadership roles that can help a firm scale faster when the timing and need are right.
- Research
AI Spending, Oil Shocks, and Rate Uncertainty Are Driving Market Volatility
2026 big tech earnings are shaping global markets as AI spending, oil price shocks and interest rate uncertainty drive volatility and divergence.
- Money & Life
When a Loved One Enters a Nursing Home Dispute: What Financial Advisors Should Know About the Legal Process
A nursing home dispute can disrupt cash flow, affect long-term planning, and introduce unfamiliar expenses at a stressful time.
- Market Intelligence
The Role of Consistency in Emerging Markets
Emerging Markets are often characterised as volatile and unpredictable, and to some extent that is fair.
- Retirement & Income Planning
Two-Year Rule in Life Insurance: Suicide Clause, Payouts, and Fine Print
While it can vary by state law some states like North Dakota historically mandated a one-year limit, two years is the industry standard.
- Opinion
The Hard Truth Most Financial Advisors Avoid—And Why It’s Costing Them Growth
The logic sounds solid on the surface. There is, however, a fundamental problem underneath it that almost nobody in this industry wants to say out loud.
- Future of Advice
Beyond the Portfolio: The Advisor as Architect of Total Wealth
Most portfolios are constructed with care. Allocations are calibrated, managers are selected, and risk is measured.
- Opinion
Your Financial Advisor May Now Be Owned by the Same Group Selling Your Investments
That same pattern has been playing out across UK financial advice, at speed and largely out of sight.
- Practice Growth
The Fractional CMO Guide for Financial Services Leaders Ready To Scale Smarter
This guide answers the questions business owners should ask before hiring a Fractional CMO.
- Future of Advice
The Rise of the Capital Architect
Why the next decade of wealth management will be defined by full balance-sheet advice
