Power Your Advice

Josh Rogers, Senior Client Portfolio Manager at Invesco, explains how separately managed accounts (SMAs) have evolved from clunky stock lists into technology-driven portfolio solutions that allow advisors to scale while still delivering meaningful customization. By combining manager-traded portfolios, integrated data systems, and advanced tax management tools, m...

Chris Gannatti, Global Head of Research at WisdomTree, puts gold’s early-2026 volatility in perspective after one of its strongest years in decades. With roughly a 70% gain in 2025, it’s no surprise the asset class is drawing fresh attention. But the bigger conversation, he suggests, isn’t about last year’s move—it’s about how inflation pressures, rising debt levels, and a shifting geopolitical backdrop are prompting advisors to re...

Fred Kaynor, Managing Director at DAFgiving360, outlines how donor-advised funds continue to play a central role in charitable planning as new tax rules take effect in 2026. He explains how DAFs allow donors to contribute cash or a...

Tim Seifert, Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial, reflects on the lessons of 2025 and what they reveal about the retirement landscape heading into 2026. Seifert points to sustained market demand driven by Peak 65 demographics and heightened uncertainty as key forces reshaping advisor conversations. He explains why protection has moved from a defensive consideration to a central g...

John Connell, Co-Founder and CEO of Focal, outlines how AI can do more than capture notes—it can raise advisor performance. By pairing meeting intelligence with behavioral finance and science-backed coaching, Focal turns compliant client conversations into sharper questions, higher conversion rates, and measurable growth. With more than 130 integrations, the goa...

Ritik Malhotra, founder and CEO of Savvy Wealth, explains how automation and AI can strip away the 70% of administrative work that clogs an advisor’s day—compliance, paperwork, data entry, and reporting—so they can focus on what actually matters: clients. By modernizing the middle and back office, Savvy aims to give advisors back time, clarity, and energy—making...

Liam Hanlon, Head of Insights at Jump, shares findings from Jump’s first-ever Financial Advisor Insights Report—an analysis of more than 12,000 real advisor-client meetings. Drawing on what Hanlon calls “ground truth data,” the study challenges long-held industry assumptions shaped by traditional surveys, revealing what actually happens inside client conversatio...

Erin Colledge, Executive Vice President of Platform Unification and AI Strategy at Orion, brings us a grounded view of how AI is being adopted inside advisory firms. As the industry moves past experimentation, Colledge describes a shift toward practical use cases that help advisors prepare for client conversations, understand exposure, and respond more quickly t...

Hans Williams, Head of ETF Strategy at Calamos Investments, joins us to explore how advisors are approaching Bitcoin exposure in a market where volatility remains a central concern. With drawdowns of 30% or more still defining the asset’s price behavior, Williams explains why the conversation has shifted toward managing dow...

Jason Quinn, CFO and COO of Advisor360º, joins us to discuss how wealth management is moving beyond traditional software toward AI-native platforms. Drawing on his experience scaling technology-driven businesses, Quinn explains how the platform is powered by Advisor360º Wealth OS, which connects data, workflows, and applications to support the full advisor exper...

Bryan Sajjadi, a Capital Market Strategist at Fidelity Investments, shares how Fidelity’s privately owned structure and long-term orientation influence the way investment decisions are made. He outlines how the firm’s global research platform—spanning equities, fixed income, sectors, and quantitative analysis—is designed to challenge assumptions, share perspecti...

Ryan Frederick, founder of Here.life, explains why “place planning” is an increasingly important—but often overlooked—factor in long-term wellbeing and financial outcomes. He argues that where people live has a profound impact on health, relationships, purpose, and spending, yet these decisions are often made reactively or reduced to housing or financial decisio...

Rob Arnott, Founder and Chairman of Research Affiliates, breaks down what he sees in today’s markets—from bubble-like pricing in some AI leaders to the behavioral traps that push investors toward the latest market fads. He emphasizes that advisors can add real value by countering the pull of popular narratives before they shape decisions. Arnott also points to t...

Carly Brooks, Senior Vice President of Advanced Sales at Crump Life Insurance Services, outlines how the firm is elevating advanced planning from a technical resource into a true strategic partnership for financial professionals. She highlights Crump’s scale and depth of expertise, and how that support helps advisors guide clearer, more confident conversations a...

Wes Crill, Senior Client Solutions Director and a Vice President at Dimensional Fund Advisors, joins Doug to break down the biggest myths around “volatility-proofing” portfolios. He explains that reducing volatility always comes with trade-offs — most often in expected return — and that many investors underestimate how much is already achievable with traditional...

Matt Kaufman, Global Head of ETFs at Calamos, returns with big news: CAIE has earned two major industry honors—the SRP Americas Most Innovative Product Award and Structured Product Intelligence’s Deal of the Year—rare recognition for an ETF in a category traditionally dominated by structured notes. Kaufman says the awards validate the core idea behind CAIE: brin...

Chris Cherry, Head of Partnerships at Future Proof, joins us to talk about Future Proof Citywide and how it expands on the Future Proof Festival model by moving into Miami Beach, allowing the event to grow beyond the Festival’s 5,000-person limit while keeping the same outdoor, relaxed, anti-conference feel. Citywide also introduces a rotating theme structure — ...

We welcome back Samantha Russell, Chief Evangelist at FMG, to break down the marketing shifts defining 2025 and how advisors can carry them into 2026. Samantha says AI has transformed both how content is made and how it’s found—shifting SEO into AEO, or answer engine optimization. Firms that structure Q&A content with s...

Kevin Flanagan, Head of Fixed Income Strategy at WisdomTree, joins us to discuss how advisors can navigate uncertainty as the Fed manages policy in a “flying blind” environment. He explains why Treasury Floating Rate Notes remain a cornerstone even in a rate-cut cycle, how defining the true neutral rate will shape future decisions, and why concerns around Fed leadership changes may be overblown.