Articles

Advice From the Experts

  • How a Fractured AI Stack Is Holding Advisory Firms Back

    By Erin Colledge, EVP, Platform Unification & AI Strategy | Orion

    Most advisory firms have a dozen AI tools that don't talk to each other – and that's the real problem. Orion's Erin Colledge explains why fewer, deeply connected AI solutions beat a pile of point tools, and what to ask any AI vendor before you buy.

  • STRC: “Indestructible” Returns?

    By Mary Kolesar, Investment Analyst and Christopher F. Poch, Founder & CEO, Promethium Advisors

    It promises high current income with a cushion against bitcoin's wild swings. But can any dividend really be "indestructible"? A closer read of the mechanics – and the fine print – behind Saylor's newest security.

  • AI-generated split image: at left, in black and white, a 1973 service-station attendant stands beside a handwritten NO GAS TODAY sign; at right, in color, a present-day lineworker faces him across the divide beside a HIGH VOLTAGE sign on transmission equipment.buildout

    Energy Completion: From Accidental Exposure to Intentional Allocation

    By Rick Lake | Founder, Narrative Alpha

    Most portfolios own energy by accident. Energy Completion™ is a three-sleeve framework for making energy exposure deliberate and complete in the era of AI.

  • Four business professionals collaborating around a laptop in a bright office meeting room ID 248801416 by NicoElNino | Adobe Stock

    Open vs. Closed AI: What Advisory Firm Leaders Need to Know

    By Jim O’Hara, SVP, CISO & AI Security Officer | Orion

    Not every AI tool handles your data the same way – and knowing the difference matters more than most firms realize. Orion CISO Jim O'Hara breaks down when to use open AI, when you need a closed environment, and why your firm needs a policy before employees start making that call on their own.

  • New Museum of American Finance in Boston Features Content Curated by the Personal Finance Institute

    By Personal Finance Institute

    The Museum of American Finance’s new museum opening on July 3 in the Boston Seaport includes two galleries whose content was provided by PFI: Personal Finance and The Future of Finance. The museum is free and open to the public.

  • Oil storage tanks and refinery infrastructure along a waterfront at sunset, silhouetted against clouds and fading light. Licensed image by Freepick licensed to this website

    Venezuela after Maduro

    By Elliott Hentov, Ph.D.

    While the near-term market effect of the US capture of Venezuelan President Nicolas Maduro is minimal—beyond select US oil refiners, Venezuelan sovereign bonds, etc.—Maduro’s capture is a major geopolitical event with profound implications for the future.

  • Building Better Investment Solutions: Inside State Street’s ETF Innovation Playbook

    Sponsored Content by State Street Investment Management

    This interview is sponsored content by State Street Investment Management. The content and opinions expressed are those of the participants and should not be considered investment, legal or financial advice.

  • Sustaining momentum, strengthening resilience

    By Michael W Arone, CFA | Chief Investment Strategist, State Street Investment Management

    Bull market momentum continues into 2026, fueled by strong earnings, policy support and consumer optimism. Yet stretched valuations and structural shifts underscore the need for strategies that balance growth with resilience.

  • 7 AI Prompt Archetypes for Financial Advisor and Client Success

    By Rick Lake | Founder, Narrative Alpha

    AI is already reshaping advisory work, yet many advisors still rely on basic prompts that limit results. Here's how to strengthen your prompting approach and get more consistent output across research, planning and communication.

  • Aging Advisor Base Makes Next-Gen Talent a Priority

    By Cameron Witherow | Client Solutions Specialist, Capital Planning Wealth Management

    A demographic shift is reshaping the advice industry. Early-career talent helps stabilize client relationships, support smooth handoffs and keep firms competitive as the wealth transfer accelerates.