Section
Value of Advice
16 posts
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.
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.
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.
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
Who Owns the Client Relationship Owns the Industry
BCG's Stark Warning to Every Asset Manager Still Betting on Performance
How CRM3 Turns Transparency Into Your Biggest Competitive Advantage
Listen on The Move What if CRM3 turns out to be the most powerful growth tool you've…
The Autonomous Shift: How AI, Regulation, and Data Are Rewiring Financial Planning
The financial planning profession is not evolving incrementally. It is re-architecting itself. As Bain & Company frames it…
The Advisor’s Real Edge, the Ego Trap, and the Architecture of What Actually Endures
There is a quiet crisis in modern advice. Not a crisis of products. Not a crisis of platforms.…
The Bipolar Economy
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Extreme mood swings are characteristic of a psychiatric condition…
Young, Wealthy—and Falling Behind
Why Income Stagnation Is Putting a Generation at Risk.
Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice
Listen on The Move In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and…
Chart to Watch: Volatility causing clients to question their retirement income plans
by Ben Rizzuto, CFP®, CRPS®, CPWA®, Director, Wealth Strategist, Janus Henderson Understanding how market volatility impacts investor behavior…
More Than Compliance: Why CRM3 Is a Pivotal Trust Opportunity for Advisors
Canadian wealth management is about to undergo a seismic shift. CRM3—better known as Total Cost Reporting (TCR)—isn’t a…
CRM3 (TCR)—More than compliance: It's Your Chance to Define Your Value.
Listen on The Move CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest…