PowerAdvice
Latest
-
The #1 Reason Ideal Clients Choose Another Advisor -
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. -
Most Financial Advisors Talk Prospects Out of Becoming Clients -
AI Is About To Expose Every Weakness in Your Advisory Practice -
Affluent Clients Are Craving Something Most Brands No Longer Deliver -
Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now -
She’s Not a Niche—She’s the Future of Wealth
-
The #1 Reason Ideal Clients Choose Another Advisor -
High-Touch or High-Tech? You Can Have Both -
Most Financial Advisors Talk Prospects Out of Becoming Clients -
Affluent Clients Are Craving Something Most Brands No Longer Deliver -
She’s Not a Niche—She’s the Future of Wealth -
Advisors: Where Do You Add Value? -
Most Prospects Want To Hire You—They Just Don’t Know How
-
The #1 Reason Ideal Clients Choose Another Advisor -
High-Touch or High-Tech? You Can Have Both -
Forget Nvidia? Why Micron Just Became AI’s Hottest Stock -
Is It Still Okay to “T-Bill and Chill”? -
Why the Wealthy Never Invest Like Retail Investors -
What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure -
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose.
11 Most Read Articles of the Week
1. The Advisor Clients Never Leave There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge or the breadth of services they offer.
The AI Bubble Warning Wall Street Doesn’t Want to Hear
Given the strong correlation between oil prices and CPI, the type of normalization could profoundly reduce CPI and, with it, sharply reduce bond yields.
The Organic Growth Crisis in Wealth Management
To better understand these industry shifts and the emergence of AI-native growth systems in wealth management
Of High Interest
Most Prospects Want To Hire You—They Just Don’t Know How
Which is almost embarrassing to admit, because I spend my days helping RIA leaders with exactly this kind of thing.
The Overspending Retiree in a Rising Stock Market
A client who has carefully prepared for retirement, suddenly goes on a spending spree once they retire, Why does this happen? What can you do?
Curious if Autocallable Growth Works? Use the Rule of 72
Broadly speaking, most investors and advisors who have been trading for a while are well aware of the Rule of 72.
Advisors: Where Do You Add Value?
Fairly predictable steps that a prospect will tend to go through on their way to finally deciding to engage the services of a professional adviser
SpaceX Mania Meets a New Fed Chair: The Market Risks Investors Can’t Ignore
Make no mistake. The SpaceX IPO will be enormous, and the company is one of the most impressive of our generation.
Newsletter
Top seven stories, seven days a week.
Get the PowerAdvice newsletter daily with the top seven stories advisors should read. On Sunday, we send the top eleven stories of the week.
Channels
Browse all channels
Market Intelligence
Market context, chart-driven reads, fixed income, ESG, and strategist talking points.
- The End of the Magnificent 7 Trade? Market Leadership May Be Rotating By Lincoln Financial
- Software Stocks May Be Preparing for a Powerful Comeback Against Semiconductors By Lance Roberts
Active Insights
Active-management perspective, portfolio positioning, and manager commentary.
- Forget Nvidia? Why Micron Just Became AI’s Hottest Stock By Chris Reilly
- SpaceX Mania Meets a New Fed Chair: The Market Risks Investors Can’t Ignore By Lance Roberts
Practice Growth
Practice management, technology, growth, and client communication ideas for advisors.
- The #1 Reason Ideal Clients Choose Another Advisor By Tony Vidler
- High-Touch or High-Tech? You Can Have Both By Docupace
- Most Financial Advisors Talk Prospects Out of Becoming Clients By Don Connelly
Retirement & Income Planning
Income planning, withdrawal strategy, annuities, insurance, and client retirement conversations.
- The Overspending Retiree in a Rising Stock Market By Bryce Sanders
- When Not to Give Advice: Why Timing Matters More Than Being Right By Tom West
- Women, Wealth & Stewardship: Navigating the Great Wealth Transfer By Guest Contributor
Opinion
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- 11 Most Read Articles of the Week By Douglas Heikkinen
- 11 Most Read Articles of the Week By Douglas Heikkinen
ETF
Exchange-traded fund coverage, portfolio construction, and product education.
Artificial Intelligence
AI, advisor technology, workflow automation, and firm productivity coverage.
- Next-Generation Wealth Transfer Will Reward Advisors AI Can Find By Lisa Hinz
- AI Infrastructure Spending Is Becoming a Major Driver of US Economic Growth By Michael P. Lebowitz
Research
White papers, charts, studies, and research-backed advisor resources.
- Why the Wealthy Never Invest Like Retail Investors By Guest Contributor
- What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure By Frank Holmes
- The AI Bubble Warning Wall Street Doesn’t Want to Hear By Michael P. Lebowitz
Future of Advice
Industry change, advisor business models, and the evolving client experience.
- The Organic Growth Crisis in Wealth Management By Bill Hortz
- AI Is About To Expose Every Weakness in Your Advisory Practice By Grant Hicks
- The Rich Are Quietly Preparing for a Less Stable World By Nigel Green