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

Oliver Wyman Said the Quiet Part Out Loud: Portfolio Returns Are Now the Least Important Reason Clients Stay — Here's What's Replaced Them

Wealth Management · 6 min read

When Four Risks Converge, Diversification Fails Differently: The Stress-Testing Framework Q2 2026 Actually Demands

Market Analysis · 6 min read

83% of Advisors Say Private Assets Are Now Essential. Almost None Have a Due Diligence Process That Can Handle the Volume.

Wealth Management · 6 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

Oliver Wyman Said the Quiet Part Out Loud: Portfolio Returns Are Now the Least Important Reason Clients Stay — Here's What's Replaced Them

Wealth Management · 6 min read

The Niche Flywheel: How Advisor Specialization Compounds Into a Moat That Generalists Simply Cannot Copy

Careers & Industry · 6 min read

FinCEN Gave RIAs Until 2028. Here's Why the Firms That Win Will Have Started Building in 2026.

Regulation & Compliance · 6 min read

The Niche Flywheel: How Advisor Specialization Compounds Into a Moat That Generalists Simply Cannot Copy

Careers & Industry · 6 min read

FinCEN Gave RIAs Until 2028. Here's Why the Firms That Win Will Have Started Building in 2026.

Regulation & Compliance · 6 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

The Recordkeeper Just Became Your Competition: How In-Plan Income Is Redrawing the 401(k) Advisor's Territory

Retirement Planning · 6 min read

83% of Advisors Say Private Assets Are Now Essential. Almost None Have a Due Diligence Process That Can Handle the Volume.

Wealth Management · 6 min read

When Four Risks Converge, Diversification Fails Differently: The Stress-Testing Framework Q2 2026 Actually Demands

Market Analysis · 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

94% of Retiring Advisors Have No Succession Plan. Private Equity Has One for Them — and It's Not Flattering.

Careers & Industry · 6 min read

BCRED's Record Redemption Quarter Is the Canary in the $1.7 Trillion Coal Mine — And Most Advisors Are Still Selling the Story

Market Analysis · 5 min read

Drop the Acronym, Keep the Analysis: The Advisor's Survival Guide for the DOL's Coming ESG Rewrite

Wealth Management · 6 min read

BCRED's Record Redemption Quarter Is the Canary in the $1.7 Trillion Coal Mine — And Most Advisors Are Still Selling the Story

Market Analysis · 5 min read

Drop the Acronym, Keep the Analysis: The Advisor's Survival Guide for the DOL's Coming ESG Rewrite

Wealth Management · 6 min read