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PA AI Is Entering Its Most Dangerous Phase for Investors

AI Is Entering Its Most Dangerous Phase for Investors

PA Why Millionaires Obsess Over Risk More Than Returns

Why Millionaires Obsess Over Risk More Than Returns

PA Legacy Planning Isn’t Just About Wealth. It’s About Preparing the Next Generation

Legacy Planning Isn’t Just About Wealth. It’s About Preparing the Next Generation

PA Using AI to Deliver High-Touch Wealth Management

Using AI to Deliver High-Touch Wealth Management

PA Clients Don’t Want Another Financial Advisor. They Want Someone Who Gets Them.

Clients Don’t Want Another Financial Advisor. They Want Someone Who Gets Them.

PA The Myth That Charity Can Replace Government

The Myth That Charity Can Replace Government

Government and charities often complement or supplement each other, filling gaps in areas of mutual interest.

PA AI’s Water Problem: How Microsoft and TSMC Are Managing the Risk.

AI’s Water Problem: How Microsoft and TSMC Are Managing the Risk.

This year, the United Nations warned that the world has moved beyond a water crisis and entered an era of water bankruptcy.

PA Why Newsletters Rarely Get Credit for the Revenue They Generateirms Measure

Why Newsletters Rarely Get Credit for the Revenue They Generateirms Measure

That may say more about how firms measure their impact than what newsletters actually accomplish.

PA If You Can't Name Your Planning Process, Neither Can Your Clients

If You Can't Name Your Planning Process, Neither Can Your Clients

Being skilled at planning is valuable, but it is a personal asset. It lives in your head, and it retires when you do.

PA Your Clients Want to Refer You. They Just Forget. Here’s the Fix.

Your Clients Want to Refer You. They Just Forget. Here’s the Fix.

Your clients want to refer you. They just forget to. A simple newsletter fixes that, and it costs almost nothing.

PA Are People Search Sites Legal and Safe to Use?

Are People Search Sites Legal and Safe to Use?

People search sites sit in an uncomfortable spot: they feel invasive, yet they operate in the open and rank on the first page of Google.

PA AI Is Driving Big Tech Growth. Here’s the Bigger Investor Test

AI Is Driving Big Tech Growth. Here’s the Bigger Investor Test

Cloud growth is speeding up, AI demand is rising, and investment remains high. We analyse the latest results from Big Tech's leaders.

PA The Trapped Advisor: How to Beat FINRA’s Strict Expungement Deadlines

The Trapped Advisor: How to Beat FINRA’s Strict Expungement Deadlines

FINRA enforces strict, absolute deadlines depending on how the underlying customer complaint unfolded.

PA Six Ways Advisors Can Build More Tax-Efficient Portfolios

Six Ways Advisors Can Build More Tax-Efficient Portfolios

As investors place greater emphasis on after-tax returns, tax-smart portfolio management has become a key differentiator for advisory firms.

PA Men and Women Retire Differently. Here’s What Retirement Plans Get Wrong

Men and Women Retire Differently. Here’s What Retirement Plans Get Wrong

Longevity handed us the extra years. It did not fund them, and it did not tell us what to do with them. That part we design ourselves.

PA The Best Financial Advisors Are Starting to Act Like Teachers

The Best Financial Advisors Are Starting to Act Like Teachers

A retirement plan a client doesn't understand carries a risk that has nothing to do with the plan's actual quality.

PA Healthcare Prices Have Nearly Doubled the Inflation Rate. Here’s Why

Healthcare Prices Have Nearly Doubled the Inflation Rate. Here’s Why

Success in health reform requires the sector to look like other growth industries with high productivity increases and lower than average price growth.

PA Your Growth Problem May Not Be Marketing. Find the Bottleneck First

Your Growth Problem May Not Be Marketing. Find the Bottleneck First

Growth usually slows at the narrowest point in the system. Before adding more marketing, find the constraint that's actually holding your firm back

PA The Hidden Cost of Waiting Too Long

The Hidden Cost of Waiting Too Long

Hidden costs spread quietly — across finances, career, health, emotional life. They don't announce themselves.

PA AI Could Create More Jobs Than It Destroys. Here’s How

AI Could Create More Jobs Than It Destroys. Here’s How

Jevons had its moment after DeepSeek, but applying it to the labor market is a new take, and Arun has the data to back it up.

PA The Financial Decisions Widows Should Never Rush

The Financial Decisions Widows Should Never Rush

Giving yourself permission to slow down is creating space for thoughtful decisions that reflect both your financial future and your emotional well-being.

PA The Beliefs Keeping You From High-Net-Worth Clients

The Beliefs Keeping You From High-Net-Worth Clients

Nothing changes because their strategy was designed to protect their existing identity, not expand it.

PA The $124 Trillion Opportunity Nobody in Wealth Management Is Talking About

The $124 Trillion Opportunity Nobody in Wealth Management Is Talking About

$124 trillion is about to change hands in America through a settlement system that still runs at the speed of paper

PA Authority Drift: When AI Recommendations Quietly Become Decisions

Authority Drift: When AI Recommendations Quietly Become Decisions

I call this authority drift: what happens when the work mix changes but the authority decision is not revisited.

PA Most Financial Advisers Aren’t What You Think They Are

Most Financial Advisers Aren’t What You Think They Are

When things go wrong with a financial adviser, clients almost never blame the adviser first. They blame themselves.

PA Clients Don’t Pay for Agreement. They Pay for Judgment.

Clients Don’t Pay for Agreement. They Pay for Judgment.

A senior wealth manager said something to me last week that I haven't stopped thinking about. My job isn't to tell clients what they want to hear.

PA Most Website Projects Fail Before Design Even Starts

Most Website Projects Fail Before Design Even Starts

A new site can touch positioning, content, compliance, SEO, technology, lead generation, and the client experience.

PA The Coming IPO Wave Could Make Portfolio Concentration Even Harder To Ignore

The Coming IPO Wave Could Make Portfolio Concentration Even Harder To Ignore

PA Five Funds To Watch After a Volatile First Half

Five Funds To Watch After a Volatile First Half

PA Earth Overshoot Day Is a Wake-up Call for Investors

Earth Overshoot Day Is a Wake-up Call for Investors

PA Memory Chip Stocks Just Sold Off. Opportunity or Warning?

Memory Chip Stocks Just Sold Off. Opportunity or Warning?

AI demand has transformed the memory market. Explore the opportunities, risks and outlooks for leading memory chip stocks.

PA Simple Marketing Fails Without This One Thing

Simple Marketing Fails Without This One Thing

The hard part is doing it well, week after week, month after month, while still running the rest of the business.

PA Don't Let Politics Derail Your Investment Plan

Don't Let Politics Derail Your Investment Plan

Political change, budget rumours and new tariffs can unsettle markets. Discover why staying invested remains the best strategy for long-term investors.

PA Mid-Year Equity Outlook: A Blurring Line Between Growth & Value

Mid-Year Equity Outlook: A Blurring Line Between Growth & Value

As we move into the second half, the market will increasingly look at 2027 numbers—consensus is for almost $400 of S&P EPS.

PA Should Financial Advisors Be Advertising on ChatGPT? We Spent $700 to Find Out

Should Financial Advisors Be Advertising on ChatGPT? We Spent $700 to Find Out

Didn’t generate the leads we wanted, but the results were interesting enough that I believe RIA firms should be paying attention.

PA In the AI Age, Being Human Is Still a Financial Professional’s Best Asset

In the AI Age, Being Human Is Still a Financial Professional’s Best Asset

But for all its capabilities, AI still lacks one essential trait: It doesn’t care.