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Articles by Guest Contributor
- Artificial Intelligence
The One Question Every Firm Should Answer Before Investing in AI
AI adoption in financial services starts with a strong operational foundation. Learn why clean workflows, reliable data, clear accountability, and documented controls are essential for turning AI investment into real business value.
- Retirement & Income Planning
The Retirement Risk Few Advisors Talk About: When One Spouse Retires First
Researchers gave the feeling a better word than most of us manage in the moment: impingement. The sense of a husband as an intruder in a world she built and ran herself.
- Active Insights
What Is a P/E Ratio? How Investors Use It to Evaluate Stocks
Forward P/E compares the current share price with the underlying earnings per share that a company is expected to generate during the next 12 months, on a diluted basis.
- Retirement & Income Planning
Annuity Infrastructure in the Age of AI: Why Getting It Right Beats Getting It Fast
There is one part of the process, though, where speed can do serious damage: approval and suitability review.
- Practice Growth
What Is Agentic Marketing? How AI Is Changing the Way Marketing Gets Done
Agentic marketing is not AI that helps a marketer go faster. It is AI that does the marketing. It is different from automation because it makes decisions
- Opinion
AI Can Give You Financial Answers. It Still Can’t Be Your Financial Advisor.
Written by: Jeff Green Technology and artificial intelligence are dramatically changing the wealth management industry.
- Retirement & Income Planning
Don’t Just Retire. Refire: Build a Next Chapter with Purpose, Impact & Legacy
But perhaps there is an even more important question: What will I do with the time, wisdom, influence, and resources I have been entrusted with now?
- Money & Life
How to Combine Active and Index Funds in Your Portfolio
In reality, the two can work well together. Both approaches have different strengths and can be used in different ways depending on what you're trying to achieve.
- Opinion
Small Businesses Face the Same Risks as Large Companies with Fewer Resources
The difference lies not in the nature of the risks but in the resources available to manage them.
- Practice Growth
The One Video Every Financial Advisor Should Have on Their Website
If you're going to create one video, start with a founder video. Written by: Joel Crampton People visiting your website want to know more than what your firm does.
- Active Investing
The AI Trade Investors May Be Overlooking: Banks
The hyperscalers are borrowing more capital than ever before as it’s become increasingly difficult to fund their massive projects entirely with their own money.
- Opinion
What Schwab and Robinhood Are Actually Building
What Schwab launched on May 5 is a generative AI product that combines portfolio performance insights, relevant market news, and Schwab analyst commentary.
- Future of Advice
Who Wins and Who Loses When Vanguard Buys Altruist
Here is where six constituencies actually stand, not where the press releases say they stand.
- Practice Growth
Why Human Taste Will Matter More Than Ever in the Age of AI
Most of marketing has nothing to do with taste. Research, analytics, strategy, planning — these are pattern and data problems, and AI is better at them than most humans.
- Market Intelligence
The Real Treasury Bond Problem: Rising Interest Rates Meet America’s Massive Debt
The issues that they raise are very real, but they have long predated today’s squabbles and the latest Treasury yield. Let me explain.
- Opinion
Networking Matters More Than Ever. So Why Does LinkedIn Feel Like a Sales Funnel?
Coaches need clients. Consultants need business. Job seekers need opportunities. Everybody is trying to make something happen.
- Research
Stop Chasing Happiness. Your Money Should Have a Bigger Purpose.
Here's the catch. The harder you chase happiness, the more likely it is to slip away. Written by: Daniel Crosby, Ph.D. Ask most Americans about their life goal, and you'll likely hear a quick "to be happy." It's an understandable answer.
- Artificial Intelligence
AI Is Killing Website Traffic. Content Syndication Could Be the New SEO
Gartner predicts organic search traffic will drop 25% by 2026 and 50% by 2028 as buyers are turning to AI for answers at a growing rate
- Retirement & Income Planning
How Should You Take Retirement Income Without Sacrificing Your Lifestyle?
How should you take a retirement income? New research explores the pros and cons of drawdown, annuities and hybrid strategies to help you plan ahead.
- Active Insights
AI Isn’t Just a Tech Boom. It’s an Industrial Boom.
AI being built on this physical backbone means industrial companies are benefitting from this rapid infrastructure buildout on multiple levels
- Opinion
We’ve Been Teaching Business Backward for More Than a Century
Experience is the outcome — the visible expression of something almost no one talks about: the invisible organization.
- Money & Life
The Money Conversations You Need to Have Before Life Happens
Talking about money before decisions become urgent helps reduce anxiety, build confidence and get everyone on the same page.
- Business Growth
Your Sponsorship Isn’t a Marketing Strategy. Here’s How to Make It One
The firms that get real value out of partnerships (visibility, warm introductions, referral flow, actual AUM growth) do two things differently.
- Artificial Intelligence
Agentic AI Can Make Decisions. Who Is Accountable When It Gets One Wrong?
It then generated thousands of fabricated records and incorrectly told its operator that the damage could not be undone.
- Money & Life
When Divorce Follows You to Work: The Hidden Impact on Your Career
When you’re going through divorce, your capacity has shifted because of the toll it takes on your nervous system.
- Practice Growth
Your Clients Don’t See Everything You Do. Are You Communicating Enough?
Good communication shouldn't depend on someone remembering to send something. A simple rhythm keeps the firm visible.
- Practice Growth
You Can’t Market Your Way Out of a Positioning Problem
When there’s internal misalignment, Marketing ends up carrying the burden of solving problems it can't solve.
- Active Insights
4 Technology Investment Trusts to Know as AI Reshapes Markets
The utilities sector has been transformed into a growth industry thanks to the massive power demands of datacentres springing up across the world.
- Opinion
The Advisor Dependency Trap: Why Great Client Service Shouldn’t Depend on One Person
Ask yourself what would actually happen if you were gone for a few weeks. Would the experience your clients receive stay the same?
- Opinion
The Trust Tax: Why Expertise-Led Firms Need to Build Authority Before the Sale
When that authority hasn’t been built before the sales conversation, the burden gets handed to Business Development.
- Opinion
The Freedom Flywheel: Connecting Life Clarity to Enterprise Value
For advisors and owners alike, personal planning should not be viewed as separate from business growth or wealth creation.
- Money & Life
Your Client May Trust You. Will Their Children? The Advisor’s Great Wealth Transfer Challenge
When assets pass from one generation to the next, the relationship with the advisor doesn’t automatically transfer with them.
- Artificial Intelligence
Musk Says AI Will Create Abundance. What If It Creates Something Else?
Inside AI's future lies a battle between its value for production versus that of control. And that will be a battle over what our future looks like.
- Retirement & Income Planning
Why the 4% Rule Fails American Retirees in Spain (And What to Do Instead)
Moving to Spain doesn't mean leaving the IRS behind. U.S. citizens typically remain subject to U.S. federal income taxation even while living abroad.
- Active Insights
AI, Regulation and the New Financial Services Winners
Companies are improving their margins by automating administrative tasks without materially changing the client experience they provide.
- Retirement & Income Planning
The Average Client Doesn’t Exist: Why Retirement Plans Must Account for Longevity Risk
Living longer is the achievement. Unprepared longevity is the problem. And preparing for it starts by admitting that the average client does not exist.
