Insights & Analysis

Expert commentary on trends shaping the industry.

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

The 401(k) Private Markets Trap: Why the Executive Order That Looks Like an Opportunity Could Become a Fiduciary Liability

Retirement Planning · 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

The SEC Drew a Line at $1 Billion. For 75% of RIAs, It's the Most Important Compliance Development in a Decade.

Regulation & Compliance · 6 min read

Only 12% of Young Workers Feel Financially Confident. Retirement Plan Advisors Who Miss That Stat Are Ignoring Their Best Wealth Pipeline.

Retirement Planning · 6 min read

The SEC Drew a Line at $1 Billion. For 75% of RIAs, It's the Most Important Compliance Development in a Decade.

Regulation & Compliance · 6 min read

Only 12% of Young Workers Feel Financially Confident. Retirement Plan Advisors Who Miss That Stat Are Ignoring Their Best Wealth Pipeline.

Retirement Planning · 6 min read

Schwab Raised the Drawbridge to $2M. Now Betterment and Robinhood Are Building a New One — and Charging Advisors Toll.

Wealth Management · 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

The Second Shock: Why Advisors Who Survived Tariff Season Are Already Behind on the Geopolitical Risk Conversation

Market Analysis · 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

The Industry Is Sitting on Its Most Valuable Asset: Why Keeping Women Out of Advisory Roles Is a Commercial Catastrophe

Careers & Industry · 6 min read

The Generalist's Slow Bleed: Why Advisors Who Serve Everyone Are Being Quietly Outcompeted by Practices One-Tenth Their Size

Wealth Management · 6 min read

The Super Catch-Up Window Is Open — And Most Advisors Are Leaving $11,250 on the Table

Retirement Planning · 6 min read

The SEC Has a Name for What Some Advisors Are Doing With AI — and It's a Compliance Violation

Regulation & Compliance · 6 min read

The Super Catch-Up Window Is Open — And Most Advisors Are Leaving $11,250 on the Table

Retirement Planning · 6 min read

The SEC Has a Name for What Some Advisors Are Doing With AI — and It's a Compliance Violation

Regulation & Compliance · 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 Retirement Advisor Who Won't Talk About Your Loneliness Is Already Behind — and Your Clients Know It

Retirement Planning · 6 min read

The Retirement Advisor Who Won't Talk About Your Loneliness Is Already Behind — and Your Clients Know It

Retirement Planning · 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

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