Guest Contributor
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Articles by Guest Contributor
- Artificial Intelligence
AI Isn’t Thinking. Your Brain Just Thinks It Is
Let me share a truth: no matter how smooth it sounds, AI isn’t thinking. It’s pattern-matching. That is a strong illusion.
- Opinion
A Week Offline Made Me a Better Advisor
Understanding the patterns we carry, the ways we react to stress and the assumptions shaping how we move through the world.
- Active Insights
US Stocks Have Led for 16 Years. Is That About to Change?
As the US nears its 250th birthday, can this exceptionalism continue, or will valuations, AI and the dollar change the outlook?
- Active Insights
Five Stocks To Watch After Earnings: Still Buys or Time To Be Cautious?
How are our 2026 stock picks performing? Explore 5 shares to watch, including Nvidia and M&S, and what’s driving gains and risks.
- Practice Growth
Why Great Marketing Won't Save Weak Positioning
If your marketing feels like it's straining, where would you look first — at the marketing, or at the layer sitting underneath it?
- Opinion
Why Some Businesses Sell Fast—While Others Never Find a Buyer
Many business owners assume that if a company is profitable, it should sell relatively quickly. Profitability alone does not guarantee marketability
- Artificial Intelligence
10 AI Terms Every Financial Advisor Needs to Know
Vendors throw these words around expecting you to nod along. So let's fix that. Ten terms you keep hearing. Here's what they actually mean
- Money & Life
Nine Habits That Quietly Build Millionaire Wealth
- Money & Life
6 Investment Ideas Across Growth, Income, and Retirement Portfolios
Looking to invest spare cash or a windfall? Discover share ideas for ISA, SIPP and income portfolios to help rebalance and diversify your investments.
- Research
Power-Based World Is Here: How Investors Can Prepare for What Comes Next
The assumptions investors relied on for decades are now being challenged and reimagined in real time.
- Business Growth
RIAs Don't Need More Vendors. They Need Better Priorities.
The hard part is knowing which ones actually fit the firm you're trying to build.
- ETFs
New Research Puts the Section 351 ETF Conversion Market at $5.0 Trillion
For advisors, the duty to diversify a client and the duty to manage their taxes are in direct conflict. A 351 conversion helps resolve both at once.
- Research
Should SpaceX Have a Place in a Core-Satellite Portfolio?
Learn how a core-satellite investment strategy works, how to diversify your portfolio, and where high-risk stocks like SpaceX could fit in.
- Opinion
61% of Americans Share One Growing Concern
Not surprisingly in today’s sharply divided political climate, Democrats are far more worried about healthcare than are Republicans.
- Future of Advice
Anthropic Keeps Coming for Wall Street. Here Is the Ecosystem Behind the Push.
It is an ecosystem, and the piece built for your business looks very different from the browser-based chatbot most executives encounter first.
- Research
Semiconductor Stocks Enter Their Weakest Seasonal Stretch of the Year
Inflows into leveraged instruments were high, and in Korea it was primarily seniors who took on debt to buy semiconductor stocks.
