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Analyses by industry experts designed to help financial advisors understand what investors are looking for and how colleagues across the financial services industry are positioning their firms for the future.

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Research

What Does Financial Services Spend on Marketing?

Dig a little deeper and share some comparative data from the four professional services industries we studied in depth this year

Elizabeth Harr May 15, 2026

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Advisor Pay Is Rising—But AI Could Change Who Gets Paid the Most

Isn’t going to knock anyone’s socks off, but it’s better than nothing and there are obviously other ways of compensating financial pros.

Todd Shriber May 14, 2026
Research
Affluent but Anxious: The Untapped Opportunity in Serving Medical Professionals

Advisors get the point. Doctors and dentists, broadly speaking, reside in income ranges and tax brackets that are attractive to wealth managers.

Todd Shriber May 1, 2026
Research
The Market Makes No Sense—So Why Are Advisors Getting More Bullish?

Old market adage about not fighting the tape and that appears to be the perspective currently held by the bulk of advisors.

Todd Shriber May 1, 2026
Research
The ‘Weird’ Economy: Why Clients Feel Broke While Markets Hit Record Highs

Clients and the broader set of retail investors are to be forgiven if they feel as though the current state of the U.S. economy is, well, weird.

Todd Shriber Apr 29, 2026
Research
The Female Investor Advantage: Why Women Win—and What Advisors Must Do Differently

Consider more a good news and items for advisors to be mindful of when with female clients-type of piece. With that, let’s dive into the good news.

Todd Shriber Apr 25, 2026
Research
The Case for Advisors To Connect With Women Is Getting Clearer

Can close that gap while empowering female clients to become capable, successful investors in their own rights. Here’s to hoping that happens.

Todd Shriber Apr 24, 2026
Research
The “Annoyance Economy” Is Costing Americans $165 Billion — And It’s Getting Worse

Actually, the annoyance economy is different and arguably just as sinister, perhaps more so, than the issues mentioned above.

Todd Shriber Apr 15, 2026
Research
When Helping Hurts: How Gen Z Dependence Is Derailing Parents’ Retirement Plans

Those are difficult boxes to check when mom and dad are acting as de facto banks, but are unlikely to collect on the loans they make to their kids.

Todd Shriber Apr 11, 2026
Research
Your Clients Are Using AI Without You—And 83% Are Already All In

It’s a safe bet that AI is informing some of their investing decisions that are outside of the advisor’s purview.

Todd Shriber Apr 8, 2026
Research
Teens Want To Talk About Money. Here’s How To Have the Conversation.

For advisors and parents reading this, don’t fret because what follows are some tips on talking money with your teens.

Todd Shriber Apr 7, 2026
Research
Stop Trying to Time the Market—Vanguard Investors Already Learned This Lesson

However, something is going right at Vanguard and it’s to the benefit of the firm’s clients.

Todd Shriber Apr 7, 2026

Latest

Featured story

What Does Financial Services Spend on Marketing?

More coverage

Advisor Pay Is Rising—But AI Could Change Who Gets Paid the Most

Affluent but Anxious: The Untapped Opportunity in Serving Medical Professionals

The Market Makes No Sense—So Why Are Advisors Getting More Bullish?

The ‘Weird’ Economy: Why Clients Feel Broke While Markets Hit Record Highs

The Female Investor Advantage: Why Women Win—and What Advisors Must Do Differently

The Case for Advisors To Connect With Women Is Getting Clearer

The “Annoyance Economy” Is Costing Americans $165 Billion — And It’s Getting Worse

When Helping Hurts: How Gen Z Dependence Is Derailing Parents’ Retirement Plans

Your Clients Are Using AI Without You—And 83% Are Already All In

Teens Want To Talk About Money. Here’s How To Have the Conversation.

Stop Trying to Time the Market—Vanguard Investors Already Learned This Lesson