Future of advice | PowerAdvice

Optimus. Most people think opti- is one root. It isn’t. It comes from two ancient ideas that merged.

Pebble Finance is building that bridge by turning market complexity into plain-English insight and portfolio experiences that feel more human.

No haze. No munchies. Just better portfolios.

For financial advisors, the key takeaway from Meighan’s interview is that the future of the business will reward clarity.

We talk about where we are. We look back first. Then we look forward. And then we go forward together.

This is still a people business—but the firms that win will be those that put powerful technology behind the human relationship.

John Roberts, Chief Field Officer at Northwestern Mutual, shares insights from the firm’s 2026 Planning & Progress Study.

Connecting AI-driven structured data directly into custodial workflows could remove one of the last major bottlenecks in the client experience.

I have worked in investments for 26 years but have been paying close attention to the markets and the economy for 33 years

Alex Laipple frames personalization as a way for advisors to make portfolios actually reflect what clients are trying to achieve.