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Advisor
632 posts
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
The Human Edge: Why Behavioral Finance Is the Advisor's Best Defense Against AI
Edmund Chien, behavioral finance coach and public speaker, cuts through the noise around AI to reveal what advisors should actually be building right now.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Women and retirement: Planning with confidence
Women continue to face unique financial challenges, including longer life expectancies, caregiving responsibilities, and lower lifetime earnings. In conjunction with Women's Retirement Security Day, Marquette Payton outlines practical steps women can take to help strengthen their retirement readiness and long-term financial security.
From Wall Street Executive to Financial Thriller Novelist | Kristine Delano
Listen on The Move She forgot to hang up the phone — and what she overheard about…
Financial Decision Making at the Dawn of AI: A New Lens on Household Finance Puzzles
by AdvisorAnalyst.com Editorial Team Rawley Z. Heimer, an economist at Arizona State University, just put together a massive…
Two Heads, One Vote: The Quiet Arithmetic of Household Risk
by AdvisorAnalyst Editorial Team Here's something a lot of advisors have probably suspected for years, just never seen…
The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
Listen on The Move Why does doing more research make investors more confident in the wrong decision,…
Charlie Munger's Uncommon Wisdom
For eighteen years, speeches, letters, and shareholder meetings captured a mind that built its edge not on information, but on how it was organized.
Why Wealth Advisors Keep Leaving Insurance on the Table — and What It Costs Their Clients
A conversation with Jaclyn Nemethy, Senior Director of Strategic Relationships at PPI, cuts to the heart of one…
What the Market Is Betting On: Mauboussin and Callahan's Framework for Reading Expectations
by AdvisorAnalyst.com Staff Every stock price contains a confession. Part of it admits what a company earns today.…
The E-T-F Framework: A Disciplined Approach to ETF Due Diligence
The proliferation of ETFs has created a paradox for advisors and investors alike: more choice, less clarity. The…
Why Clients Get Stuck—and the Question That Changes Everything
How mastering the pivot point can take capital markets commentary from informative to motivating.
Investor Survey: For advisors using AI, transparency is not optional
Wealth Strategist Ben Rizzuto discusses findings from Janus Henderson’s 2026 Investor Survey highlighting why it’s important for advisors to be open with clients about how they’re implementing artificial intelligence (AI) in their practices.
15 Investing Rules To Win The Long-Game
by Lance Roberts, RIA Risk isn’t about how much money you’ll make. It’s about how much you can…
EQ vs. AI: Why emotional intelligence matters more than ever in the age of AI
Monika Mikiciuk, Director, Practice Management Consultant, discusses how, as artificial intelligence (AI) reshapes the financial planning industry, emotional intelligence is becoming a critical differentiator for advisors.