Research
White papers, charts, studies, and research-backed advisor resources.
Financial Goals for Women: Terminology Matters
A high percentage, women are interested in investing and leveraging assets such as stocks and real estate to build wealth, but they don’t know where to start.
Gird for Gridlock. It Could Be Good for Stocks.
Barring surprises, market participants ought to get accustomed to the idea of dividend government come January 2027.
More Information Doesn’t Make Investors Better. It Can Make Them More Confidently Wrong
Our value isn’t simply giving clients more information. It’s helping them understand which information matters, what it actually tells us, and whether it should affect their financial decisions.
Financial Goals for Women Taking Center Stage
The point is financial goals for women are a broad field and one that advisors should be focusing on today.
Yes, Treasury Yields Threaten Market Rally
In fact, recent Fed meeting minutes suggest several members of the central bank are advocating for near-term rate hikes in an effort to quickly combat inflation.
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.
Here Are Some of the Top Financial Goals for Women
Here are few financial goals for women advisors and clients can partner on right away. As has been widely documented, women are increasingly financial forces to be reckoned with.
Your Clients Aren’t Just Reacting to the Facts. They’re Reacting to How You Frame Them
When clients become consumed by what might happen next, we redirect their attention to the parts of their financial lives they actually control.
Your Firm May Be Digitally Immature. Even If It’s Growing Fast
There are many factors that contribute to high performers’ success. Technology is one of them.
Even Your Wealthy Clients Are Using AI for Investing Advice
So much so that 73% for investment advice and education, outpacing the 62% that tap AI for career wisdom and the 60% that use it for personal development.
The Small-Cap Value vs. Growth Debate Rages On
It’s probable, if not highly likely that advisors are fielding more questions from clients regarding small-cap exposure.
Advisors Can Learn a Lot From Certain New Clients
Understanding why that client left a rival for your firm is important, too. From survey to survey, the percentages vary, but at the high end, it’s estimated that 41% of American use traditional financial advisors .
AI, Betting Potentially Problematic for Gen Z Investors
Points of emphasis should include this generation’s proclivity for betting over investing and what may amount to be over-dependence on technology
Vanguard’s Altruist Acquisition Sends Shockwaves Through Custody Industry
Rather, the index fund giant has the wealth management community abuzz because it announced the acquisition of Altruist.
How Researchers Used Plutchik's Wheel to Map the Emotional Journey of Financial Planning
Written by: Chris Carnazzo | Your Money Cues Plutchik's wheel of emotions.
Are You Marketing Backwards? Start With Your Buyers, Not Your Marketing Tools
Are you deciding what techniques and tools to use rather than asking—and answering—the more important questions first?
AI Could Create More Jobs Than It Destroys. Here’s How
Jevons had its moment after DeepSeek, but applying it to the labor market is a new take, and Arun has the data to back it up.
Why 42% of Clients Say They Refer—But Advisors Meet Only 4% of Them
Also know that activating – and maximizing – that referral potential still requires intentional action.
The AI Boom Has a Water Problem Investors Can't Ignore
Water scarcity and purity are critical risks for semiconductor makers in the AI era. **Written by: Sara Rosner , Michael Puma , Henna Nordqvist , and **** James Russo ** **As companies race to capitalize on the AI boom, water security is emerging as a material risk across the value chain.
Earth Overshoot Day Is a Wake-up Call for Investors
**Written by: Dominic Rowles and Kate Marshall | **** Hargreaves Lansdown ** Learn how Earth Overshoot Day can affect investing and explore funds taking different approaches to responsible investing.
