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Our insights

We create thought leadership content that elevates the discussion around independent advice, connects advisors with investors, and builds a sense of community.

video January 25, 2023

Fourth-quarter 2022 economic outlook with Jim Solloway

Stagnant growth and high inflation.

video January 25, 2023

2023 outlook: Central banks in the spotlight

Interest rates will be near the top of the list in terms of important data points in the new year.

video January 25, 2023

2023 outlook: Key economic data points and policy issues

A strong labor market is good news for job seekers, but not quite so good for employers or investors.

blog January 19, 2023

Top challenges for financial advisory firms in 2023

In part 2 of our predictions, we share the top three new challenges for advisor firms in 2023, and how to turn them into more success.

video January 19, 2023

Fourth-quarter 2022 market review with Jim Smigiel

A new year begins.

file-article January 10, 2023

Central banks and inflation slow the pace

Most equity markets finished in positive territory during the fourth quarter of 2022, trimming their losses for the full calendar year.

blog January 5, 2023

Opportunities for advisory firms in 2023

We think 2023 holds both opportunities and challenges for financial advisors. In part one of our predictions, we focus on the opportunities.

file-article January 5, 2023

Economic outlook: The year ahead: Riding on rocky ground

Both fixed-income and equity markets chalked up big losses in 2022—almost regardless of region or style.

blog December 19, 2022

Successfully leverage technology to grow your advisory firm

Using technology to grow your practice has become a necessity.

Ignite a movement.

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