Recordkeepers Face Existential Threats From Fees
TRAU Pre-Roundtable Record Keeper interviews cite margin compression, technology costs and artificial intelligence uncertainties as major industry challenges heading into 2026.
AI Agents in Action: Jason Pereira’s Virtual X-Men Employees
Woodgate Financial's Jason Pereira explores where AI is headed in wealth management.
We Tried the Most Popular Mushroom Coffees. These Are the Best (2026)
“Coffee” made with functional mushrooms like lion’s mane and chaga is all the rage. We tried the most popular brands to find which were…
Analyzing Private Investments: Why Return Distribution and Statistical Rigor Matter
A deep dive into the analytics to consider when incorporating private investments in client’s investment portfolios.
The Ninja Slushi Is Only $200: Early Amazon Prime Day Deal 2026
Two years after it turned Marg Monday into a daily, the Ninja Slushi is only $200. That’s the cheapest deal ever.
What Surprises Retirement Guru Ken Dychtwald
"If you gave me $1 million in cash and asked me to explain Medicare, I couldn’t do it."
Planning to Meet Next Gen’s Education and Financial Goals
When to use 529 plans, UTMA accounts and trusts.
The ‘Mass Affluent’ Are Losing Their Allure for Wealth Managers Navigating AI
Individuals with liquid assets between $100,000 and $1,000,000 could soon be handed over to AI while human advisors focus their talents on the emotional…
The Healthy Advisor: Carolyn Armitage on Childhood Trauma and Psilocybin Therapy
For years, Carolyn Armitage carried the weight of being molested as a child. But in recent years, she has found healing through the use…
Zephyr’s Adjusted for Risk: How to Actually Use AI in Wealth Management
Ryan Nauman interviews Steward Partners CIO Mohan Gurupackiam on how wealth management has shifted from AI curiosity and pilots to scaling AI safely in…