PowerAdvice
Latest
-
Stop Starting With Your Resume and Start Getting Interviews -
Movement as Medicine for Longer, Healthier Retirement Years -
20 Facebook Ads Strategies Financial Advisors Use To Generate More Leads and Clients -
Questions for Financial Advisors To Ask Clients About Taxes and Charitable Giving -
Why Most Banks Will Fail at AI—And Don’t Even Know It Yet -
The Follow-Up That Wins Clients Without Chasing Them -
S&P 500 Surge Masks Weak Breadth as Options Flow and Gamma Drive Price Action
-
Questions for Financial Advisors To Ask Clients About Taxes and Charitable Giving -
The Follow-Up That Wins Clients Without Chasing Them -
Better Sales Conversations Start With Better Follow-up Questions -
What Great Companies Do After Customer Service Fails Determines Customer Loyalty -
How To Reach the Truth After a Prospect Steps Back -
Clients Don’t Consolidate Assets Until Emotional Confidence Exists -
Financial Advisors Lose Referrals Online Long Before Prospects Ever Reach Out
-
Movement as Medicine for Longer, Healthier Retirement Years -
Advisors Who Focus on “Generation Up” Issues Stand Out From Those Focused on “Generation Down” Hopes and Dreams -
Breaking Down Loan Repayments: Tools Every Borrower Should Use Before Applying -
From Money Shame to Financial and Spiritual Harmony -
Information Overload Is the Real Risk to Client Investment Behavior -
How Women Can Protect Wealth and Reduce Stress During Divorce -
When Wealth Can Be Detrimental to Your Health
-
Stop Starting With Your Resume and Start Getting Interviews -
11 Most Read Articles of the Week -
Interview Success Starts With Choosing a Better Story -
Team Silence Usually Points to Leadership, Not Engagement Problems -
Comfort Is Making CEOs Worse Decision-Makers -
Getting Laid off Led to Career Growth I Never Expected -
The Next War Will Be Over Food and Water
Sponsored 
Personalized Client Gifts Work Better When They Arrive Unexpectedly
A counterintuitive but powerful approach to client gifting that helps you move from transactional relationships to deeply personal client connections.
AI Can Produce Infinite Content, but It Still Can’t Replace Human Taste
When everyone can produce polished output quickly, polished output stops being the thing. The floor got higher. So did the noise.
Preferred Stocks Are Quietly Beating Bonds in 2026—Here’s Why Advisors Should Pay Attention
Today’s somewhat elevated yields on preferred could signal opportunity with an asset class that offers clients both income and tax advantages.
Of High Interest
The Follow-Up That Wins Clients Without Chasing Them
There is a quality that is easy to understand intuitively but difficult to hold onto in the follow-up phase of a sales relationship.
S&P 500 Surge Masks Weak Breadth as Options Flow and Gamma Drive Price Action
Similarly, while the broad market indexes have performed well, the bulk of the gains are coming from a relatively small handful of companies.
A Handful of Stocks Are Carrying the Market—And That’s Raising Summer Risk
We are bearish on the assumption that this market leadership will remain durable for another 12 to 18 months without a meaningful reset.
Better Sales Conversations Start With Better Follow-up Questions
It seems basic to be told, taught, and prodded to ask questions when we communicate with clients.
My #1 AI Investment for the Next 12 Months—and Why I’m Going All In
My #1 slam dunk AI trade over the next 12 months is… The companies who make the machines that produce chips.
Featured partners
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
Media Channel
Podcasts, video, transcripts, and multimedia conversations from PowerAdvice.
- Switching Financial Advisors Is Emotional — Most Firms Ignore That By Libby Greiwe
- Kayla Watson | Financial Literacy as a Career Calling By PowerAdvice Media Group
- Edward Gottfried | Flexible Automation for Advisor Portfolios By PowerAdvice Media Group
Market Intelligence
Market context, chart-driven reads, fixed income, ESG, and strategist talking points.
- The Dollar Isn’t Dying — It’s Expanding Its Global Grip By Lance Roberts
- Consumer Confidence Is Falling: Will Bond Yields Follow? By Lance Roberts
- The New Energy Trade: Why Smart Investors Are Looking Beyond Oil By Guest Contributor
Active Insights
Active-management perspective, portfolio positioning, and manager commentary.
- Markets Barely Reacted to Iran Strait News and That Could Be a Warning By Steve Sosnick
- Stocks Keep Climbing as Bond Yields Flash Fresh Inflation Risks By Stephen Kates
- Volatility Stays Low as Investors Lean Into Optimism and FOMO Hedging By Steve Sosnick
Practice Growth
Practice management, technology, growth, and client communication ideas for advisors.
- The Financial Advisor Who Made Me Feel Like the Only Client They Had By Ari Galper
- Successful Owners Don’t Exit From Something—They Exit To Something By Mike Garrison
- The Four-Part System Turns Advisory Marketing Into Predictable Growth By Johnny Sandquist
Retirement & Income Planning
Income planning, withdrawal strategy, annuities, insurance, and client retirement conversations.
- The Overspending Retiree in a Rising Stock Market By Bryce Sanders
- Advisors: Give Your Annuities Business a Jolt With This Demographic By Todd Shriber
- Annuity Rates Are Near Record Highs — Here’s What Retirees Need To Know By Guest Contributor
Money & Life
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
Alternatives + Digital Assets
Alternatives, private markets, cryptocurrency, and portfolio diversifier coverage.
- Gold Just Failed Its Biggest Stress Test Since April By Golden Meadow
- Silver’s Next Surge May Depend on One Fed Vote Split By Golden Meadow
- Markets Are Closing in on a Major Breakout Decision By Anna Radomska
Opinion
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- 11 Most Read Articles of the Week By Douglas Heikkinen
- Relationships Are the True Currency of Life and Business By Ted Rubin
- America’s Debt Era Just Entered a Very Different Phase By Guest Contributor
ETF
Exchange-traded fund coverage, portfolio construction, and product education.
- This New Nasdaq ETF Targets 17% Yield Without Sacrificing All the Upside By Todd Shriber
- The Small-Cap ETF That Quietly Outperformed the Russell 2000 By Todd Shriber
- ETF Investors Are Diversifying Fast—And Moving Beyond the US By Guest Contributor
Artificial Intelligence
AI, advisor technology, workflow automation, and firm productivity coverage.
- Win or Lose: AI Transformation Could Swing Company Valuations by 28% By Timothy Hughes
- Fast AI Adoption Could Reshape Jobs, Wages, and Wealth for Decades By Michael P. Lebowitz
- Are We Living Through a Sputnik Moment? By Chris Skinner
Research
White papers, charts, studies, and research-backed advisor resources.
- The AI Bubble Warning Wall Street Doesn’t Want to Hear By Michael P. Lebowitz
- Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. By Todd Shriber
- Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now By Orion
Future of Advice
Industry change, advisor business models, and the evolving client experience.
- The Organic Growth Crisis in Wealth Management By Bill Hortz
- The Evolution of Money Is Reshaping Wealth Management By Guest Contributor
- Advisors Chasing Scale May Be Destroying Client Trust Without Realizing It By Jud Mackrill