1. What Retirees Fear More Than Death

For many, retirement is an emotional experience. There are concerns, legitimate ones at that, regarding what comes next, post-work boredom and how to fill human connection and time voids created by departing the workforce, among others. — Todd Shriber

2. Why Now Is the Right Time To Rethink Your Firm’s Operations

Park rangers advise that it’s best to stand still when you encounter a bear, but what about a bear market? It’s time to move. Firms that thrive in volatile moments are the ones that pause with purpose, evaluate what’s working and start building the kind of infrastructure that will support their long-term growth. — Ryan George

3. Smart Prompts, Better Output: 3 Things To Tell AI When You’re an Advisor

AI can help financial advisors write faster, plan smarter, and show up more consistently online. But the results you get depend on how you ask for help. If your prompts sound like, “Write a blog post about retirement,” the output will feel…generic. And your clients will scroll right past it. — FMG

4. Authenticity vs. AI: Why Realness Wins in Modern Marketing

Do you remember the early days of the internet? Back when it was simply an expansive bank of knowledge to provide answers on everything from astrophysics and rocketry to the perfect substitute for all-purpose flour. A few clicks away lie information on the stock market, current international affairs, and that annoying piece of information that had been sitting on the tip of your tongue for days. Sure, websites like Wikipedia always encouraged a healthy dose of critical thinking, but at least we knew that we were reading a human’s work. — Sabrina Algerian and Austin McNair

5. Delivering 100% Downside Protection: How Structured Protection ETFs Held Strong

One of the more effective barometers for evaluating an ETF’s performance is to see how the fund is performing a year after its launch. On July 1, 2025, both the Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) and the Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) celebrated their one-year anniversaries. Crucially, this also marked when both funds completed their first outcome period and started the next one. Diving into the results of these funds’ first outcome periods can help illuminate their potential use cases. — Calamos

6. Your Next Client Is Asking AI—Not Google: Are You Showing Up?

SEO today isn’t just about ranking-it’s about being relevant and reliable in the eyes of AI. When you create content that answers questions, builds trust, and mirrors how your ideal clients search, you become the recommendation. — Maribeth Kuzmeski

7. The Future of Wealth Management Lies in Behavioral Personalization

In Europe’s fast-evolving wealth management market as shown in the Wealth Mosaic Report published in August 2025, the battle for client trust, loyalty, and engagement is no longer about who has the most products or the slickest app. The new competitive frontier? Behavioral personalization — knowing how your clients think, decide, and act, and aligning your digital and human engagement accordingly. — Hugh Massie

8. Advisors, It’s 2025: The World’s Changed—Did You?

The last 5 years have been momentous. It’s hard to believe the pandemic years feel like a distant memory when it was all so consuming at the time. What have we seen since then? — Brett Davidson

9. Is Your Digital Marketing Strategy Wasting Time and Money?

Let’s face it: in an era obsessed with automation, AI, and digital shortcuts, it’s tempting to believe that financial advisors can just market their way to a thriving practice through the right LinkedIn strategy, a few clever SEO tricks, or relentless podcasting. But when it comes to the moment someone actually starts to look for an advisor – the person they will trust with their financial future – the research shows that it’s still all about real, human connection. — Bill Cates

10. Encourage Your Client To Live in the Moment, Not the Past

Do you know people who have a miserable attitude? Some might be clients. They seem to dislike their job, yet keep at it, waiting for the day they retire. Others look backwards,. Talking about how great things used to be. Both these groups can live happier lives if they live in the moment. — Bryce Sanders

11. AI-Powered Scalable Digital Advice: Why It Matters for Every Wealth Management Firm — And How To Build It

Wealth management has always been rooted in advice and trust. But as the industry evolves — facing tighter margins, rising client expectations, and intensifying competition — how that advice is delivered is rapidly changing. Enter AI-powered scalable digital advice. — Purva Sule