1. I See Dead Companies
“I see dead people.” That line from The Sixth Sense is one of the most iconic movie quotes of all time. Well, to shamelessly steal that line... “I see dead companies.” And I see them in some of the hottest sectors right now, like nuclear, robotics, and drones. Investors piling into stocks in these industries are making a huge mistake. — Stephen McBride
2. Build Your 2026 Advisor Playbook: A Proven Roadmap for Growth, Focus & Success
As 2026 approaches, have you outlined your goals for the year? Now is the perfect time to craft your strategy. A well-designed playbook isn’t just a tool—it’s a roadmap to success by setting key objectives, aligning your team, and keeping everyone accountable. The possibilities this could unlock for your practice are truly inspiring! — Jeff Thorsteonson
3. Discover a New Nasdaq Dual Strategy: Uncapped Upside Meets Active Fixed Income
Many financial advisors are turning to ETFs that blend income with Nasdaq equity exposure. The reasoning behind this shift is straightforward. Should the Nasdaq-100 market’s returns fall back to earth, these blended ETFs could still fortify a portfolio with regular income. Inversely, if equity markets continue to perform well, this type of strategy can offer simultaneous uncapped capital appreciation and portfolio yield. Combined with the tax efficiency of the ETF wrapper, these funds have proven to be efficient investment options. — Calamos
4. Why the Smartest Advisors Are Rethinking How They Engage With Women
Rightfully so, much is made in the wealth management industry regarding increased courtship of female prospects. After all, the math is there. Women account for half of the U.S. population and they control $10 trillion in household assets. — Todd Shriber
5. Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman
Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors move beyond demographic labels and understand how each client truly thinks, decides, and connects. Instead of one-size-fits-all messaging, advisors can tailor communication to fit personality, building trust, strengthening relationships, and driving better outcomes. — Power Your Advice
6. How AI Search Is Changing Marketing for Financial Advisors
More than two-thirds of Google searches end without a click. People now get answers directly from Google’s AI summaries instead of visiting websites. On top of that, consumers increasingly start their searches in AI tools like ChatGPT or Perplexity. Many also turn to social platforms as their search engine of choice. Clients expect quick, conversational answers, and they expect those answers in plain language. — FMG
7. India’s Headlines Got Worse. The Investment Case Got Better.
In 2025, India has experienced a subtle shift in global perception. While the previous few years saw India basking in geopolitical tailwinds and investor enthusiasm, this year's headlines have been more complex—driven by external trade frictions, political recalibrations and investor rotation into other emerging markets. The August 1 imposition of 25% U.S. tariffs on select Indian exports sent a signal that global protectionism is not just a China story.1 Meanwhile, questions have emerged about the durability of domestic consumption and private investment amid a modest earnings season. The "India story" has felt like it required some defense. — Christopher Gannatti, CFA & Ayush Babel
8. Speak Their Language: Building a Brand Story Clients Actually Repeat
I believe your brand isn’t what you say it is—it’s what your clients say when you’re not in the room. But you can craft your brand story so others know it and use it – especially when you’re not in the room. A great brand story starts with your “why.” Why do you do what you do? Then bring in the “how”—your process, your values, and what makes working with you feel different. — Maribeth Kuzmeski
9. Markets Rally on Weak Jobs Data and Rate Cut Hopes
Markets are rallying following a trifecta of data points detailing slowing labor conditions and bolstering the case for a few Fed rate cuts by year-end. First came ADP’s report, which missed expectations while depicting decelerating hiring and subsequently, initial unemployment claims reflected the greatest level of layoffs in 10 weeks. But then the employment category in an otherwise robust ISM-Services report fell to 46.5, way below the contraction-expansion threshold of 50. — Jose Torres
10. Main Street Optimism Rises—but Is Wall Street Ignoring Cracks in the Foundation?
Main Street optimism edged higher in August, as the NFIB Small Business Optimism Index rose to 100.8. That reading sits above the long-term average of 98 but missed the consensus estimate of 101. Stronger sales expectations led the improvement, with a net 12% of owners anticipating higher real sales volumes. This represents a six-point jump from July. The Uncertainty Index also declined by four points, showing less concern around financing and capital expenditures. — Lance Roberts
11. How Will the Fed, Inflation & Labor Shape Markets? 4 Scenarios To Watch
While peak uncertainty has subsided, many outstanding questions for investors remain: How much will the Fed cut rates? Will tariffs boost inflation? Is labor market weakness a headwind or head-fake? Forecasting definitive answers to these questions may be challenging – let alone how these dynamics interact – but devising a spectrum of scenarios to assess how markets could be impacted can help investors position portfolios. We’ve done just that in partnership with our Portfolio Insights team. — Meera Pandit
