Research
Research-backed perspective for planning, portfolios, and client decisions.
- Research
Why Financial Stability Is the New Romance (And What Daters Are Watching Closely)
Rather, it should be acknowledged that in today’s dating environment, financial stability is sexy.
Todd Shriber - Research
Business Owners Need Advisors More Than Ever—So Why Aren’t They Calling?
The point is business owners of all stripes need and want to work with advisors, but many aren’t reaching out to make those connections.
Todd Shriber - Research
Where the Ultra-Wealth Is Going Next—and Why Women Will Control More of It Than Advisors Expect
On the bright side, the U.S. is home to more than a third of the world’s UHNW investors and their population has been increasing in recent years.
Todd Shriber - Research
Clients May Be Using AI More Than Advisors Realize
Finances were the second-most searched topic on various AI platforms, trailing only health and wellness topics and just ahead of subjects related to tech
Todd Shriber - Research
Are We Ourselves From Day One? Nature, Nurture, and That First Spark
How much of your personality is genetic versus environmentally developed? Is it nature or nurture?
Chris Skinner - Research
What Today’s HNW Clients Actually Want—and How Smart Advisors Are Delivering It
Decade ago, high-net-worth and ultra-high-net-worth individuals and families controlled 27% of domestic assets, but that figure doubled over those 10 years
Todd Shriber - Research
Invest, Network, Analyze: How High Growth Firms Are Winning in a Tough Market
In the midst of this tightening and bewildering landscape, however, a select group of High Growth firms is not merely surviving they are accelerating.
Lee Frederiksen - Research
Why Financial Wellness Is the Missing Link in Truly Holistic Advice
New or not, financial wellness is a valid concept and one advisors do some homework because it’s a value-add on the client facing front.
Todd Shriber - Research
Inside Advisors’ Quiet AI Adoption—and Why Clients Should Care
Clients have made clear that while they want advisors to be tech-proficient, they also want to know that a human is actually managing their money.
Todd Shriber - Research
What Clients Really Want in 2026: Better Saving Habits, Less Stress, and a Clear Plan
They want to get to the finish line, which isn’t always implicit with new year’s resolutions.
Todd Shriber
