PowerAdvice
Latest
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The Financial Advisor Who Made Me Feel Like the Only Client They Had -
Successful Owners Don’t Exit From Something—They Exit To Something -
The AI Bubble Warning Wall Street Doesn’t Want to Hear -
The Organic Growth Crisis in Wealth Management -
This New Nasdaq ETF Targets 17% Yield Without Sacrificing All the Upside -
The Four-Part System Turns Advisory Marketing Into Predictable Growth -
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose.
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The Financial Advisor Who Made Me Feel Like the Only Client They Had -
Successful Owners Don’t Exit From Something—They Exit To Something -
The Four-Part System Turns Advisory Marketing Into Predictable Growth -
Customers Don’t Trust Slick Salespeople Anymore -
What Separates Elite Sales Cultures From Average Ones -
Most Advisory Practices Lose Efficiency in These 3 Critical Areas -
Blogging Strategies That Help You Earn AI Citations and Build Trust Faster
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What British Crime Dramas Can Teach You About Building Wealth -
What Aging Teaches Us About Friendship, Forgiveness, Caregiving, and Acceptance -
Financial Trauma From Religious Giving Lasts Far Beyond Childhood -
The Overlooked Connection Between Financial Planning and Emotional Well-Being -
Geopolitical Tensions Are Creating a New Inflation Reality
11 Most Read Articles of the Week
1. The Advisor Clients Never Leave There is a quality that certain financial advisors develop over time, and it is not primarily about investment performance or market knowledge or the breadth of services they offer.
The Dollar Isn’t Dying — It’s Expanding Its Global Grip
Dollar dominance isn’t fading. In fact, the events of late April 2026 just delivered the loudest counter-signal in years.
Relationships Are the True Currency of Life and Business
When we practice this kind of perspective-taking, and extend it to learning on our own, walls come down.
Of High Interest
The Four-Part System Turns Advisory Marketing Into Predictable Growth
Wondering why your pipeline is still driven almost entirely by referrals and luck. There’s a better approach. I call it the brand authority flywheel.
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose.
More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.
Markets Barely Reacted to Iran Strait News and That Could Be a Warning
If true, this would indeed be terrific news. Why then aren’t stocks and oil responding even more favorably?
Customers Don’t Trust Slick Salespeople Anymore
Behaviors like not listening, hard selling, and prioritizing the close damage long-term relationships and the profession’s image.
What Separates Elite Sales Cultures From Average Ones
For sales organizations, culture often reveals itself long before the numbers fully show it.
Newsletter
Top seven stories, seven days a week.
Get the PowerAdvice newsletter daily with the top seven stories advisors should read. On Sunday, we send the top eleven stories of the week.
Channels
Browse all channels
Media
Podcasts, video, transcripts, and multimedia conversations from PowerAdvice.
- Switching Financial Advisors Is Emotional — Most Firms Ignore That By Libby Greiwe
- Kayla Watson | Financial Literacy as a Career Calling By PowerAdvice Media Group
Market Intelligence
Market context, chart-driven reads, fixed income, ESG, and strategist talking points.
- The Dollar Isn’t Dying — It’s Expanding Its Global Grip By Lance Roberts
- Consumer Confidence Is Falling: Will Bond Yields Follow? By Lance Roberts
Active Insights
Active-management perspective, portfolio positioning, and manager commentary.
Practice Growth
Practice management, technology, growth, and client communication ideas for advisors.
- The Financial Advisor Who Made Me Feel Like the Only Client They Had By Ari Galper
- Successful Owners Don’t Exit From Something—They Exit To Something By Mike Garrison
- The Four-Part System Turns Advisory Marketing Into Predictable Growth By Johnny Sandquist
Retirement & Income Planning
Income planning, withdrawal strategy, annuities, insurance, and client retirement conversations.
Money & Life
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
Alternatives & Digital Assets
Alternatives, private markets, cryptocurrency, and portfolio diversifier coverage.
Opinion
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- 11 Most Read Articles of the Week By Douglas Heikkinen
- Relationships Are the True Currency of Life and Business By Ted Rubin
ETF
Exchange-traded fund coverage, portfolio construction, and product education.
- This New Nasdaq ETF Targets 17% Yield Without Sacrificing All the Upside By Todd Shriber
- The Small-Cap ETF That Quietly Outperformed the Russell 2000 By Todd Shriber
- ETF Investors Are Diversifying Fast—And Moving Beyond the US By Guest Contributor
Artificial Intelligence
AI, advisor technology, workflow automation, and firm productivity coverage.
- Win or Lose: AI Transformation Could Swing Company Valuations by 28% By Timothy Hughes
- Fast AI Adoption Could Reshape Jobs, Wages, and Wealth for Decades By Michael P. Lebowitz
- Are We Living Through a Sputnik Moment? By Chris Skinner
Research
White papers, charts, studies, and research-backed advisor resources.
- The AI Bubble Warning Wall Street Doesn’t Want to Hear By Michael P. Lebowitz
- Women Will Control Trillions. Advisors Who Still Mansplain Will Lose. By Todd Shriber
Future of Advice
Industry change, advisor business models, and the evolving client experience.
- The Organic Growth Crisis in Wealth Management By Bill Hortz
- The Evolution of Money Is Reshaping Wealth Management By Guest Contributor
- Advisors Chasing Scale May Be Destroying Client Trust Without Realizing It By Jud Mackrill