1. The Magnificent Seven Are No Longer So Magnificent

In 2023, the “Magnificent Seven” (NVDA, META, TSLA, AAPL, MSFT, AMZN, and GOOG) became a popular nickname for the seven largest stocks by market capitalization. “Magnificent” was used because these stocks led the S&P 500 higher throughout the year. These same stocks had a strong showing again in 2024, as all seven were among the top ten contributors to the index that year. It’s fair to say that investing in the Magnificent Seven was one of the best strategies and most popular trends during those two years. — Lance Roberts

2. Social Security Future: Challenging, but Not Entirely Dismal

Social Security’s future is an oft-lamented topic and one deserving of the attention it garners, particularly when accounting for the U.S. retirement crisis and long declining access to defined benefit pension plans. Put simply, older current recipients of Social Security don’t have much to worry about, but it can be argued that’s the end of the good news. The bad news is, well, bad. The recently released 2025 Social Security Trustees Report indicates the system will hit a cash flow deficit in 2033 – one year earlier than forecast in the 2024 report. — Todd Shriber

3. How Elite Financial Advisors Choose Their Niche—and Dominate It

You’re sitting across from your coach. It’s mid-morning, just before lunch, and your calendar is finally quiet enough for real thinking...on the business. You lean back and say it out loud: “I feel like I’m invisible in this city. Too many advisors. Too many voices. How do I stand out when the market’s this saturated?” — Jeff Thorsteinson

4. 15 Event Ideas To Drive Leads This Summer

During a recent FMG workshop, advisors shared so many creative and successful event ideas. From summer BBQs to memorable Pi Day pizza parties, these are the types of events that leave lasting impressions and help you connect with clients and prospects on a deeper level. Whether you’re looking to attract new leads, strengthen existing relationships, or simply stand out in your community, these advisor-tested events offer proven ways to grow your practice through meaningful connections. Here are the 15 event ideas shared by your peers – complete with real results and practical tips you can use for inspiration or your next event. — FMG

5. Want to Be Unstoppable? Master These Two Things

What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects? It’s not luck, connections, or even intelligence. It’s something far more fundamental than that. In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life. — James Pollard

6. How To Create a Trust Asset That Opens Doors

Most advisors focus on what they can sell. But the real question is, how do you build trust before selling even begins? This is where a trust asset comes in. A trust asset is not a pitch, a brochure, or a sales tool. It’s a physical representation of your expertise, designed to create credibility and open conversations. Think of it as a mini-book or guide that speaks directly to the challenges your ideal clients face. — Ari Galper

7. It’s Time To Rethink Wealth Tech: From Myths to Momentum

As a Wealth Management firm, you are investing in technology – but is it paying dividends, or just creating noise? Retail banking reached an inflection point with tech transformation over a decade ago – now Wealth stands at a similar crossroads. With the current market volatility dominating conversations between advisors and clients, it may be easy to overlook the tech imperative. But this is, in fact, when it’s even more critical to stay the course. I believe the right technology, supporting the right advisor talent, will define the winners in Wealth Management over the next decade. — Purva Sule

8. AI Natives Will Shape Future of Advice

The rise of agentic artificial intelligence is initiating more than just a technological shift; it’s setting the stage for a future where human and machine advisers will work side by side.  This isn’t some vague eventuality; it’s a trajectory we are already on. And the generation entering the profession today—fluent in AI’s capabilities and rhythms—will be critical to shaping how that future unfolds. — Nigel Green

9. Fight Club at 55: Generation X Advisors and the Midlife Sucker Punch

In this episode of The Family Financial Conversation, Tom and Suzanne turn the spotlight on Generation X advisors, exploring the unique pressures and possibilities facing professionals in this overlooked cohort. Drawing from personal experience and industry observations, they unpack how Gen X advisors—many now in their 50s—are grappling with the “midlife sucker punch”: career transitions, technological shifts, sandwich generation pressures, and self-funded futures. From healthcare costs to student debt, this generation has been shaped by financial shocks and institutional shifts, and their clients often mirror those same challenges. — The Family Financial Conversation

10. Wall Street’s Sleeper Nuclear Stock: Hidden Gem Revealed

Atomic technology used to make the most destructive weapons in human history. But modern uses of nuclear power are overwhelmingly good. It’s hard to think of a tougher assignment for a PR pro than painting nuclear power in a positive light. If you’ve ever watched The Simpsons, you’ll know the evil Mr. Burns owned the nuclear power plant. There, Homer Simpson nods off in the control room and toxic sludge pours into the local river. Just like The Simpsons, that scenario is fiction. Nuclear isn’t dirty or dangerous. — Stephen McBride

11. Is Your Business Built to Last—or Just Built for Clicks?

I was up early this Sunday—4:30 AM, coffee in hand—watching a new video by Pete Roberts of Origin USA. How We Fell for the Facade of Quality Pete’s on a mission to bring back quality. Real quality. The kind that’s built to last, whether it’s jeans, boots, or jiu-jitsu gear. He made a decision to make things in America again…from American-sourced material. He talked about how business today seems fine with making things that don’t endure. Disposable. Temporary. It hit me right between the eyes: isn’t that the same choice we face with how we build our businesses? — Mike Garrison