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Advisor
629 posts
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.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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.
They Have an Advisor. They Also Have a Finfluencer. Guess Who's Winning?
New research from NYU reveals that overconfident investors who use financial advisors are actually more susceptible to social media investment advice — not less.
Adriano Starinieri—No Filters, No Pitch, No Advisor
A real person, his portfolio, his process on Youtube. 250K Followers.
To wow clients consistently, take a page from these three experts
Bryan Powell, Executive Director, Practice Management Consultant, shares best practices from outside the industry on how to create more meaningful and consistent client experiences.
Who Owns the Client Relationship Owns the Industry
BCG's Stark Warning to Every Asset Manager Still Betting on Performance