1. Bright Outlook for Future of Registered Investment Advisors

Undoubtedly, the wealth management business faces challenges. Chief among them are the talent gap, meaning there aren’t enough advisors entering the field to replace those that are retiring in the coming years and that retirement cliff is substantial. — Todd Shriber

2. Why I’m Not Too Worried About the Economy or the Market

They say the stock market climbs a wall of worry. There is enough uncertainty going on in the world. As an investor, I am not letting this ruin my day or throwing in the towel. Here is my reasoning ... — Bryce Sanders

3. Retail Data Sends A Warning

The S&P 500 closed the week at 6,388.64, notching another fresh record high and extending one of the longest weekly winning streaks in the past three years. This persistent rally has been fueled by a potent combination of strong earnings from tech bellwethers, growing expectations of Fed rate cuts later this year, and an abundance of investor liquidity chasing momentum. So far, 87% of companies reporting through Thursday had beat expectations, primarily in Industrials, Financials, Healthcare, and Technology. — Lance Roberts

4. 29 Proven Benefits of Keeping in Touch With Clients and Prospects

Thoughtful, proactive communication shows your clients that you’re thinking about them, watching out for their best interests, and that you genuinely care about their lives and financial well-being. Whether it’s a serious check-in on their portfolio or a light-hearted birthday wish, it all adds up to trust, loyalty, and a stronger connection. — Bill Cates

5. Mad Libs for Market Mania: Decode the Meme Stock Frenzy One Blank at a Time

Are Mad Libs still a thing? My younger colleagues say “yes”, and I’m glad to hear it, because they were endlessly fun when I was a kid. With all the recent discussion about the return of meme stocks, which brings its own sort of nostalgia, it occurred to me that finding the next meme stock fits a Mad Libs type of formula. — Steve Sosnick

6. Exploring the Future of ETFs and Autocallables with Matt Kaufman

Kaufman breaks down CAIE, the Calamos Autocallable Income ETF, and how it’s opening new doors for income-focused investors. Built to simplify access to a complex $100 billion structured note market, CAIE offers a 14.5% average annualized coupon through laddered exposure to weekly issued Autocallables. Wrapped in a tax-efficient ETF structure, it gives advisors a powerful new tool for generating yield without relying on traditional equity or bond risk. — Calamos

7. How Elite Advisors Escape the Trap of Accidental Growth

In our industry, I’ve had the privilege of shadowing advisors in their offices, studying how they conduct business, serve clients, and lead their teams. How they do business, for the most part, is through sheer hard work and surviving in the industry. — Jeff Thorsteinson

8. 6 Ways Advisors Can Stay Ahead of New Tech

To say technology is advancing quickly may be the ultimate understatement. Over the next five years, fintech is expected to see a 15% annual growth rate — three times higher than traditional banking. Technology plays a crucial role in wealth management, and advisors who stay current on trends and new advancements have a competitive advantage with higher efficiency, stronger growth, and better client experiences. But following new technology can be daunting. — Mohammad Musleh

9. How AI Is Redefining Advisor Discoverability with Samantha Russell

Samantha shares how advisors can use AI to save time without sounding generic—or getting flagged for compliance. Instead of relying on AI to write full posts, she suggests using it for outlines, headlines, and brainstorming. FMG’s new AI tools are built with compliance in mind and adapt to each advisor’s voice over time. Her advice? Don’t wait—lean in now, and let AI work for you. — FMG

10. Why the Market’s Rally Makes Sense—And the Data Backs It Up

Each quarter, analysts and strategists receive their report cards in the form of corporate earnings results. With the tariff cacophony crescendo-ing within the second quarter, analysts cut earnings expectations significantly. We remained more optimistic, having faith in the resilience of the economy and the skill and adaptability of corporate management. To date, our optimism has been supported, as 84% of reporting companies have reported results well above expectations. Additionally, analysts have begun marking earnings expectations higher for the remainder of the year, thereby justifying current and future highs for this market. — David Waddell

11. How Micro-Targeting Drives More Leads—and How To Make It Work for You

Running social ads is easy. Running profitable ones? That’s where strategy kicks in. And if you’re running ads without micro-targeting… You might be missing your best prospects. Start specific. Target women business owners over 45. Or engineers within 10 years of retirement. The more focused the audience, the more effective your message becomes. And instead of sending people to your website where they may or may not take action, use lead-gen forms right inside Facebook or LinkedIn. They’re fast, mobile-friendly, and convert better. — Maribeth Kuzmeski