Articles by Douglas Heikkinen
- Opinion
The Power 11: This Week’s Top Reads
Before someone thinks about giving you a call, they Google you. They read your reviews. They search for you on social media.
- Opinion
The Power 11: This Week’s Top Reads
Probably everything that we have taken for granted for years has to be considered as possibly needing changing.
- Future of Advice
The New Wealth Management Advantage Is Integration
The best advisors are not simply managing assets anymore. They are helping coordinate the many moving parts that surround wealth, family, and identity.
- Future of Advice
The Future of Advisor Technology Is Here, and It Starts With Dynasty
The message is clear: the goal is not to replace advice with software. The goal is to make great advice easier to deliver.
- Active Investing
What Advisors Should Really Understand About the AI Super Cycle
Feagans is not approaching AI as a single-stock story nor treating it like a magic label that can be slapped onto any company with a press release
- Money & Life
Why Advisors Should Care About the Stories Behind the Assets
This matters for investors too because the next generation will inherit not just money, but expectations and decisions.
- Future of Advice
Independence Is No Longer the Finish Line: What Advisors Build Next
The real opportunity is in helping advisors build stronger businesses, not just freer ones.
- Research
Why Simplicity May Be the Most Underrated Investment Advantage
Advisors are under pressure to separate what is merely popular from what is actually useful in a client portfolio.
- Future of Advice
Why the Next Advantage in Advice May Be Simpler Than You Think
At Future Proof Citywide in Miami , the most interesting conversations were not about which firms are adopting AI fastest.
- Practice Growth
Slant’s Client Tree Points to the Future of Advisor CRM
When the CRM Starts Thinking Like an Advisor The best technology conversations at a conference usually do not sound like product demos.
- Business Growth
What Advisors Can Learn From Bonnie Treichel’s Retirement Sketchbook Approach
One of the most memorable parts of the conversation came when Treichel discussed people who do not want to retire in the traditional sense.
- Business Growth
How Smartria Is Turning AI Into a Practical Compliance Tool for RIAs
Better compliance systems can support stronger execution, more consistent communication, and less operational drag across the business.
- Future of Advice
Why Pebble Finance Could Change How Advisors Explain Portfolios
Pebble Finance is building that bridge by turning market complexity into plain-English insight and portfolio experiences that feel more human.
- Future of Advice
Envestnet’s Sean Meighan on the Future of RIA Growth, Tech, and Personalization
For financial advisors, the key takeaway from Meighan’s interview is that the future of the business will reward clarity.
- Active Investing
TCW’s Jeff Katz on AI, Discipline, and Where Fixed Income Still Creates Opportunity
At Future Proof Citywide in Miami, TCW Managing Director Jeff Katz made a clear case that while technology may be changing the workflow, disciplined investing still drives results.
- Business Growth
Why Tax Is Becoming the New Foundation of Wealth Management
At a time when clients expect more integration and more relevance from their advisors, that is a compelling proposition.
- Future of Advice
Democratizing Advice: Cetera’s Plan to Reach the Next Million American Investors
This is still a people business—but the firms that win will be those that put powerful technology behind the human relationship.
- ETFs
The New Income Engine: Calamos’ Autocallable ETFs and Structured Protection for a Choppy Market Era
Rather than treating volatility as something to fear, CAIE is designed to harvest it as a systematic source of income.
- Future of Advice
How Zocks Uses AI to Make Advisors More Human
Connecting AI-driven structured data directly into custodial workflows could remove one of the last major bottlenecks in the client experience.
- ETFs
From All Weather to Gold: Inside State Street’s Playbook for Today’s Uncertain Markets
Mazza urges advisors to be tactical and intentional about what’s actually in client portfolios.
- Future of Advice
From Data to Judgment: How Envestnet’s AI Is Redefining Advisor Alpha
AI in wealth management is maturing fast, but most of the conversation is still stuck on surface-level applications like meeting notetakers.
- Active Investing
American Beacon’s Answer to the Scale Problem in Modern Advice
In a world obsessed with ETFs, Stumm is quick to point out that structure still matters — and sometimes the old‑school option is the right one.
- Market Intelligence
High Issuance, High Opportunity: How Advisors Can Navigate The 2026 Municipal Bond Landscape
The municipal bond market enters 2026 from a position of both heavy supply and resilient fundamentals , creating a nuanced landscape for advisors who
- Opinion
From Chaos to Clarity: How Rise Growth Partners Is Redefining Disciplined RIA M&A
That balance—between growth, culture, and client experience—is the foundation of Rise’s approach to disciplined M&A.
- Research
Core and Confident: What Schwab’s 2025 ETF Study Tells Advisors About the Future of Portfolios
According to the 2025 study, 62% of ETF investors can envision an all-ETF portfolio—and half say they could get there within five years.
- Business Growth
Financial Advisors Helping Clients Give More Impactfully: Inside DAFgiving360’s Mission and Momentum
Her mission—to make charitable giving simple, tax-smart, and more impactful than ever—resonates with advisors and investors alike.
- Future of Advice
Cutting Through Complexity: How The American College Is Equipping Advisors for the Future of Advice
The future of financial advice is being rewritten in real time as advisors navigate unprecedented complexity
- Research
Balancing Yield and Risk: How Advisors Can Guide Clients Through a Narrow Market and Falling Rates
This shifting landscape presents both challenges and opportunities for financial advisors seeking to keep clients disciplined.
- Business Growth
Donor-Advised Funds: The Modern Advisor’s Bridge Between Purpose and Planning
At its core, a donor-advised fund simplifies charitable giving by combining tax efficiency, strategic philanthropy, and investment growth.
- Business Growth
Stop Waiting for the Rollover: Turning Held-Away 401(k)s into Your Next Growth Engine
How Absolute Capital helps RIAs finally bring these held-away 401(k), 403(b), and 457 assets into the core of the planning relationship.
- Future of Advice
The AI-Powered Advisor Is Here: Why Nitrogen Wants to Be Your Growth Engine
In an era when AI is everywhere and differentiation is harder than ever, Nitrogen is carving out a clear role: be the client-facing.
- Active Investing
The Next Frontier in Personalization: How Allspring’s Custom SMA Platform Is Redefining the Advisor’s Toolkit
By combining active and passive exposures inside a single customizable SMA, advisors can better align client goals with investment structure
- Future of Advice
The Power of Visualization: How Voyant Is Redefining Wealth Conversations
At the 2025 Charles Schwab IMPACT® Conference in Denver, PowerAdvice sat down with David Kaufman, Chief Executive Officer and Founder of Voyant , for
- ETFs
Beat Tech Concentration and Inflation: Top ProShares ETFs for 2026 Portfolios
ProShares equips advisors with versatile, high-quality ETFs that address income, taxes, inflation, concentration, and alternatives head-on.
- Future of Advice
Lido Advisors’ Family Office Playbook: Planning-Led, Tech-Enabled, and Built for Complex Lives
Advisors and investors are asking for more than portfolios—they want a coordinated, planning-first experience.
- Future of Advice
A Bull Market for Advice: Why RFG Advisory Is Betting Everything on Independence and Culture
RFG Advisory’s answer is to build an ecosystem where independence, culture, technology, and institutional‑grade support converge.
