1. Is the Market Ready for a 2026 Correction? What Wall Street Isn’t Telling You
It’s that time of year when Wall Street polishes up its crystal balls and begins predicting returns for 2026. Since Wall Street never predicts a down year, which would be unwise for fee-based product revenues, these forecasts are often inaccurate and sometimes significantly wrong. Let’s review some previous years. For example, on December 7th, 2021, we wrote an article about the predictions for 2022. — Lance Roberts
2. Financial Advisor Marketing in 2026: Your AI-Powered Growth Blueprint
The marketing landscape for financial advisors has fundamentally shifted. While 82% of prospects still research advisors online before making contact,* they're no longer just using Google. They're asking AI platforms like ChatGPT, Perplexity, and Gemini for recommendations. If your marketing strategy doesn't account for AI-driven search, you risk becoming invisible to prospects. — FMG
3. Opportunities To Invest in the International AI Ecosystem
Many international companies are helping build the infrastructure enabling AI, while other companies are using AI to improve the way they work and the products they offer. — Sammy Simnegar, Jed Weiss, and Yasmin Landy
4. Never Forget Your Real Value as an Advisor: It’s Not Returns—It’s Lives Changed
If you ask a room full of Advisors what they offer, you’ll hear the same answers over and over again: Investment planning, retirement strategies, financial clarity. Those things matter — of course they do — but they’re not the real story. They’re not the reason a widowed retiree hands you her life savings. They’re not why a nervous couple sits across from you hoping you’ll guide them toward a future they can’t yet see. They’re not the reason a client calls late at night after a sudden market drop, wanting to hear your voice more than your forecast. — Don Connelly
5. Priced for Perfection or Built to Run? Our Early Take on Markets in 2026
It seems like a good time to share some early thoughts on where the economy and markets might be headed in 2026. But first, a quick look back on 2025…even with the recent weakness, it’s been a very good year for US risk assets, with the S&P 500 up 15% and the Nasdaq up 18% as stocks have rallied on better than expected economic and earnings growth, while bonds have also caught a bid, with the Bloomberg Aggregate Bond and Bloomberg US Corporate High Yield Total Return Indexes up 4% and 7% as inflation has moved sideways and the Fed cut rates twice (data as of 11/13/25). And as we think about where we go from here, we see, not surprisingly, reasons for both concern and optimism. — Tim Holland
6. Beyond the US Giants: Five Funds That Could Shape Returns in 2026 and Beyond
As we head into 2026, investors once again face a world full of moving parts. Markets showed remarkable resilience in 2025, but uncertainty remains high. Inflation remains elevated in some countries, while interest rates are still settling and are expected to fall further in 2026. Geopolitical tensions persist, and elections across several major economies could add further volatility. — Kate Marshall
7. Five Stocks To Watch for 2026: Finding Opportunity in an Uncertain Market
As we head into 2026, investors once again face a world full of moving parts. Markets showed remarkable resilience in 2025, but uncertainty remains high. Inflation remains elevated in some countries, while interest rates are still settling and are expected to fall further in 2026. Geopolitical tensions persist, and elections across several major economies could add further volatility. — Aarin Chiekrie, Matt Britzman and Derren Nathan
8. These Surprises May Actually Be ‘Locks’ in 2026
Advisors know that each new year brings with it the potential for surprises. In fact, unexpected events are one of the only guarantees in the world of investing. With 2026 right around the corner, it’s worth remembering no market participant possesses a crystal ball, but figuring out some of the sources of next year’s surprises isn’t a difficult task. In the U.S. alone, there’s the possibility the labor market will continue weakening and there could be drama when it comes to replacing Jerome Powell at the Federal Reserve. Oh yeah, it’s a midterm election year, too. — Todd Shriber
9. Stocks, Bonds, and Gold: 3 Key Themes That Could Define 2026 Investing
The outlook for 2026 is mixed. Interest rates are expected to fall through 2026, with the market pricing in at least two cuts of 25 percentage points a piece on either side of the Pond. This should be supportive for equities – see the positive response in recent weeks to the prospect of the Federal Reserve (Fed) cutting rates in December. — Emma Wall
10. Why “Good Enough” Is Costing Advisors More Than They Realize
Advisers frequently settle for being average, and it is definitely not because they want to be average but because they don’t really know what it takes to elevate their performance exponentially. Average adviser performance can be turned into outstanding adviser performance by making the changes that make the difference. — Tony Vidler
11. Why Your Clients Don’t Feel Heard—and What It’s Costing You
Imagine this: your client of ten years, with a solid portfolio and steady growth, suddenly moves their account. No warning, no major performance issues—just a vague email about “needing a change.” When you dig deeper, you hear the real reason: “I didn’t feel heard.” It’s a gut punch. Most financial advisors pride themselves on their communication skills, but many fall short in strategic listening—a powerful client retention tool that extends beyond mere nodding. Listening isn’t just a soft skill; it’s a measurable, proactive strategy for maintaining client loyalty. Here’s what most advisors miss and how to turn listening into a retention powerhouse. — Don Connelly
