1. Clients Are Bullish on Stocks for 2026. Maybe Too Much So.
Retail investors, particularly those lacking the benefit of age, can be an emotional lot – sentiment pertaining to both bearish and bullish outlooks. As just one anecdote, I spent enough time on various Reddit investing forums soon after Liberation Day in April to come away feeling we were heading toward a 1920s style depression, bursting of the dot-com bubble and the global financial crisis all at once. Seriously, there was that much melodrama. — Todd Shriber
2. The Wake-Up Call for Advisors: 1 in 5 Clients Plan to Walk Away
The bar to stand out as a financial advisor is incredibly low. Why? Because most advisors think, for some reason, that their profession is immune from market forces. This explains the results from a recent study that reported that 1 in 5 clients plan to fire their financial advisor. — James Pollard
3. The Real Lessons of 2025: AI Won’t Kill Your Career — Stagnation Will
3 years ago, I was a little paranoid about the effects of AI (and I’m pretty sure I wasn’t alone). Today? As one of my Uncover Your Business Potential clients often says to me, “AI is like the internet” – in terms of the impact it’s going to have on the world we live in. I get it. But is it going to end your career? I don’t think so. Not if you’re good anyway. — Brett Davidson
4. The Real Reason Clients Ghost You
When a client ghosts you, it’s easy to assume they’ve lost interest or found someone else. But the truth is often more subtle -- and more within your control. Ghosting is rarely about the client disappearing. It’s about a breakdown in trust. Think about it. If a client felt completely safe, understood, and confident in your ability to help them, would they vanish without a word? — Ari Galper
5. The AI Buildout Is Bigger Than Railroads and the Internet. Can Earnings Catch Up?
As someone who views corporate finance through a pragmatic lens, I’ve been closely watching the current surge in capital expenditures (capex) tied to artificial intelligence (AI). The question I’m addressing here is this: when a company spends massive amounts of free cash flow and takes on increasing debt, in this case for AI CapEx, does that lead to a positive outcome for investors? The short answer is that the answer is sometimes yes, but only under particular conditions. If those conditions are not present, the result can be negative. In this post, we will explore the historical context, provide examples, discuss the associated risks, and offer guidance on navigating the current environment. — Lance Roberts
6. How Gen Z and Millennials Are Redefining Trust and Estate Planning
As a financial advisor, you’re seeing a generational shift in how people approach legacy that’s reshaping estate planning. Generation Z and Millennial clients bring values, priorities and life circumstances that differ from previous generations, altering how wealth, privacy, purpose and technology are considered. — Devin Partida
7. How To Get More Advisor Testimonials: A Simple System That Works
AI-driven search now factors in reviews, reputation, and even how your content is formatted when recommending businesses. If you want your firm to stand out, you need a steady stream of positive advisor testimonials. The good news: you don't need a complicated system to make it happen. — Samantha Russell
8. How Shifting Markets Shape Investing with Bryan Sajjadi
Bryan Sajjadi, a Capital Market Strategist at Fidelity Investments, shares how Fidelity’s privately owned structure and long-term orientation influence the way investment decisions are made. He outlines how the firm’s global research platform—spanning equities, fixed income, sectors, and quantitative analysis—is designed to challenge assumptions, share perspectives, and provide a fuller picture of risk and opportunity across market cycles. Rather than relying on a single style or viewpoint, Sajjadi emphasizes the value of combining multiple disciplines to navigate changing market environments. — Power Your Advice
9. The #1 Risk to the AI Bull Market
What’s the biggest risk to the artificial intelligence (AI)-led bull market? It’s not a recession… big tech companies overspending... or China. The biggest risk is not being invested in the right AI stocks. The AI megatrend keeps evolving, finding new bottlenecks and creating new winners. First it was Nvidia (NVDA)… then utilities selling power to AI data centers surged. Disruption_X members doubled their money earlier this year when we hit a networking bottleneck. — Stephen McBride
10. The Ghosts of Christmas Past, Present, and Future
For most people, A Christmas Carol is a beloved holiday fable about generosity and redemption. But strip away the snow, carols, and sentimentality, and you’ll find something deeper: a structured intervention for an adult to help him confront three blind spots that shaped the arc of a life Dickens’s ghosts reflect how we became who we are, how we misunderstand where we are now, and how many futures we accidentally walk into because we never bothered to look ahead. The ghosts aren’t supernatural. They’re lenses for holiday reflection. And if you’re serious about aging well—physically, financially, psychologically—you need to make peace with all three. — Tom West
11. You Don’t Need More AI Tools—You Need AI That Actually Knows Your Firm
Three years of vocabulary lessons: Models. LLMs. GPTs. Claude. ChatGPT. Gemini. Version numbers that change every quarter. You know the players. Your compliance team definitely does. And if you're like most RIAs, you've started using the tools. The notetakers. The Zocks. The Jumps. The AI features quietly appearing in software you already pay for. Congratulations. You're conversant. But conversant isn't competitive. And it's definitely not efficient. Not scalable. Knowing the words doesn't mean you've changed how work gets done. Here's the uncomfortable truth: the learning curve isn't over, but it might be changing shape. — Jud Mackrill
