1. The Most Lucrative Spread in Global Markets You’ve Never Heard Of
Looking at gold in August 2025, forget spot prices for a moment. We believe what matters most in gold mining isn't the number on the screen, it's the spread between what you're paid and what it costs to keep the machines running. In gold today, that spread is breathtaking. — Christopher Gannatti & Aneeka Gupta
2. Are Advisors Undervaluing Themselves?
When it comes to valuing your advice to clients what is a “fair” rate or price? $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about $1,000 per hour? That’s not actually a bad rate if someone can create $5,000 of value for a customer…expecially if they can do it with only 15 minutes of advice, right? — Tony Vidler
3. The Bubble Is Real — But Is It Time To Sell?
Some pundits warn that, given extremely high stock valuations, one should sell everything. Yet, despite having the same information, other pundits show little concern and believe the bull market has further to run. The stark contradiction of opinions in today’s market leaves many investors understandably confused and anxious about what to do. — Michael Lebowitz
4. Beyond M&A: The Strategic Power of Organic Growth for Financial Advisors
Companies seeking to endure into the long-term future must think of organic growth not just as a goal but as ultimately essential to their survival. They must embrace it as a strategic, deeply embedded commitment. For financial-advice businesses, that commitment begins at the advisory-team level with the daily actions of advisors and the infrastructure that supports them. — Michael Nathanson
5. 3 Simple Steps To Get AI To Recommend Your Advisor Business
“How in the world do we get AI to recommend our business?” She answered right away and said financial advisors need to focus on three things: get reviews, build their reputation, and format their content using natural language and Q&As. Dig into these steps below and learn how you can get AI tools to recommend your advisor business. — Samantha Russell
6. How To Build a Scalable, High-Value Service Model That Clients Actually Love
In the financial services industry, delivering value is more than just a promise used to get clients in the door; it’s the foundation of long-term success. Yet many firms struggle to bridge the gap between their vision and the client’s experience. — Jason Mirabella
7. Referrals Still Win—but Only if AI Knows Who You Are
Keep it client-first. Ask: What questions are they typing into AI? Then answer them clearly and thoroughly—with blogs, videos, guides—that AI can “see”, and your referral partners can share. — Mike Garrison
8. The 5 Fund Managers Who Consistently Beat the Market
When it comes to investing, it’s easy to be dazzled by short-term wins or trends. But what really matters is skill. Anyone can get lucky on a few bets, but true success lies within a consistent, repeatable investment process. When it comes to funds investing in company shares, our research team looks for managers with an ability to consistently pick shares that perform well over time. — Kate Marshall
9. Stop the Pushback Before It Starts: How To Present Financial Plans Clients Won’t Doubt
Picture this: You’ve just laid out a rock-solid financial plan. It’s diversified, tailored to their goals, and built on years of expertise. You’re expecting a nod of approval, maybe even a “Wow, this is great!” Instead, your client leans back, furrows their brow, and says, “Are you sure this is the right move?” — Don Connelly
10. The #1 Robotaxi Stock to Watch (And It’s Not Tesla or Google)
Have you taken a robotaxi yet? I’m amazed every time I sit in one. The steering wheel turns itself, navigating through busy streets. Real traffic, real pedestrians, but no human driver. The first interaction that many of us will have with artificial intelligence (AI)-powered robots will be from the backseat of a self-driving taxi. — Stephen McBride
11. What Falling Energy Prices Reveal About the Real State of the Economy
As noted, energy prices are crucial to the overall economic equation. As prices increase, consumers face higher inflationary costs. Unsurprisingly, there is a high correlation between the rise and fall of energy prices and the consumer price index. Unsurprisingly, energy prices and inflation have declined as economic demand weakened following the 2020-2021 stimulus-driven economic growth surge. — Lance Roberts
