AdvisorAnalyst.com – Actionable insight and practice resources for advisors from financial thought leaders.

Actionable Investment and market analysis, commentary, outlook, and practice resources for financial professionals.

The Latest

Who needs ROI when you can have RPO?

Every Brea(d)th You Take: Market Concentration Risks

FOMC preview: Tariffs begin to bite, and the labor market softens

Embracing Consistent Growth in Erratic Equity Markets

Who needs ROI when you can have RPO?

byLPL Financial

September 17, 2025

Every Brea(d)th You Take: Market Concentration Risks

FOMC preview: Tariffs begin to bite, and the labor market softens

Embracing Consistent Growth in Erratic Equity Markets

Bulls vs. Bears: How BMO GAM Weighs Opposing Signals

Inflation’s Tightrope: Why the Bank of Canada Is Stuck Between a Rock and a Hard Place

Energy Transition

Independent Power Producers in an Electricity Bull Market

byLPL Financial

June 15, 2025

Can Tomorrow’s Natural Hazards Inform Today’s Investment Decisions?

byAllianceBernstein Research

June 2, 2025

Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens

byAdvisorAnalyst

May 27, 2025

Energy Prices Are Not Well Grounded

byNorthern Trust

May 1, 2025

Advisor

Read More

Investor Survey: Exploring the psychology of retirement income planning

byAdvisorAnalyst

September 8, 2025

How To Save Time and Money on Portfolio Implementation

byRussell Investments

September 2, 2025

More Than Compliance: Why CRM3 Is a Pivotal Trust Opportunity for Advisors

byAdvisorAnalyst

August 29, 2025

CRM3 (TCR)—More than compliance: It's Your Chance to Define Your Value.

byAdvisorAnalyst

August 27, 2025

Alfred Lee: Constructive, But Cautious—Navigating the market's crosscurrents

byInsight is Capital™ Podcast

August 19, 2025

Podcast Player (Audio)

ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders

byInsight is Capital™ Podcast

September 2, 2025

Video

September 17, 2025

ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders

byInsight is Capital™ Podcast

September 2, 2025

The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025

byRaise Your Average Podcast

August 28, 2025

CRM3 (TCR)—More than compliance: It's Your Chance to Define Your Value.

byAdvisorAnalyst

August 27, 2025

Bitcoin Allocation 10–40%? Ric Edelman’s Shocking Investment Thesis

byRaise Your Average Podcast

August 26, 2025

Fixed Income

Read More

On My Mind: The sound of sameness

US job growth for the year through March 2025 has seen a significant downward revision. Franklin Templeton Fixed Income…

byFranklin Templeton Investments

September 11, 2025

Read More

Reslicing the Pie: Making Room for Private Credit Exposure

by Brian Resnick, CFA, Director and Senior Investment Strategist—Alternatives, AllianceBernstein How should investors…

byAllianceBernstein Research

September 11, 2025

Read More

Lower Bond Yields: You Can't Get There From Here

The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear.…

byCharles Schwab and Company

September 9, 2025

Credit Markets

When the Market Outgrows Its Index: Why the Agg Is No Longer Enough

byAdvisorAnalyst

June 26, 2025

“We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism

byAdvisorAnalyst

May 12, 2025

Unlocking Opportunities in Ontario Real Estate

byNinepoint Partners

March 27, 2025

Drew O'Neil: Relative value metrics

byRaymond James

March 20, 2025

Credit Spreads: Recession Indicator or Market Correction?

byLPL Financial

March 19, 2025

Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap

July 24, 2025

Bond market outlook: Resilience and rate cuts

July 23, 2025

Equity Income in the AI Age: Betting Against the Bubble?

February 24, 2025

89 Unlocking Total Return & Yield From Dividends, Growth, and Options

November 2, 2021

On My Mind: The sound of sameness

September 11, 2025

Lower Bond Yields: You Can't Get There From Here

September 9, 2025

Leading Thoughts from AdvisorAnalyst Friends

Subscribe to AdvisorAnalyst.com notifications

Watch. Listen. Read. Raise your average.