Insights & Analysis

Expert commentary on trends shaping the industry.

All FinTech & Innovation Wealth Management Regulation & Compliance Market Analysis Retirement Planning Careers & Industry

The Retention Math That Makes $300/Month Beat 1% AUM: Why Subscription Advisors Are Winning the Clients That Will Define the Next Decade

FinTech & Innovation · 5 min read

The Retention Math That Makes $300/Month Beat 1% AUM: Why Subscription Advisors Are Winning the Clients That Will Define the Next Decade

FinTech & Innovation · 5 min read

No One Told the Compliance Department the Bot Already Filed It: The Oversight Vacuum Firms Must Close Before Agentic AI Scales

FinTech & Innovation · 6 min read

ChatGPT Doesn't Have a Fiduciary Duty — and 50% of Under-50 Consumers Are Using It for Financial Advice Anyway

FinTech & Innovation · 6 min read

When the AI Agent Does the Analysis, What Are Clients Actually Paying You For? The Agentic Shift Is Forcing a Reckoning on Advisor Value.

FinTech & Innovation · 6 min read

Betterment Just Democratized Your Most Profitable Service. The $100K Minimum Is Gone and So Is Your Moat.

FinTech & Innovation · 6 min read

Robinhood's $250/Year AI Has 250,000 Paying Clients. Human Advisors Need to Stop Calling It a Toy.

FinTech & Innovation · 6 min read

Your Eight-Tool Tech Stack Is Being Acquired Into Two Platforms — and the Contract You Sign Today Locks You In Tomorrow

FinTech & Innovation · 6 min read

Your Eight-Tool Tech Stack Is Being Acquired Into Two Platforms — and the Contract You Sign Today Locks You In Tomorrow

FinTech & Innovation · 6 min read

The 9-in-10 Problem: Why AI Adoption Without Full Integration Is Creating a Two-Tier Advisory Industry

FinTech & Innovation · 5 min read

The 9-in-10 Problem: Why AI Adoption Without Full Integration Is Creating a Two-Tier Advisory Industry

FinTech & Innovation · 5 min read

27,000 Advisors Can't Be Wrong: What Jump's $80M Series B Reveals About the Hidden Tax on Advisory Practices

FinTech & Innovation · 6 min read

27,000 Advisors Can't Be Wrong: What Jump's $80M Series B Reveals About the Hidden Tax on Advisory Practices

FinTech & Innovation · 6 min read

Your Advisor's AI Is Already Making Decisions About Your Money. Here's What You Should Demand to Know.

FinTech & Innovation · 6 min read