The ETF model portfolio landscape has grown exponentially complex, and artificial intelligence tools are becoming standard practice for portfolio analysis.
PowerAdvice
Latest
-
Advisor AI Guardrails for ETF Model Reviews -
Retirement Income Checkups Need a 2026 Reality Refresh The annual retirement income review just got more interesting.
-
Why ETF Model Portfolios Need a Repeatable AI-Era Review Discipline ETF model portfolios have become table stakes for most advisory practices, but if we're keeping it real, many advisors are still running these portfolios
-
AI-Era ETF Review Discipline for Advisors ETF model portfolios have become the backbone of many advisory practices, but if we're keeping it real, the traditional quarterly review process isn't cutting it in today's market environment.
-
6 Investment Ideas Across Growth, Income, and Retirement Portfolios Looking to invest spare cash or a windfall? Discover share ideas for ISA, SIPP and income portfolios to help rebalance and diversify your investments.
-
The Most Qualified Executives Never Get Board Invitations Are you an executive, business owner or professional speaker looking to amp up your career by getting placed on a paid Board?
-
The Safe Moment: When the Real Conversation Finally Begins Quietly, usually somewhere in the middle of the conversation, and if you are not attuned to it, the conversation simply moves on.
-
Advisor AI Guardrails for ETF Model Reviews The ETF model portfolio landscape has grown exponentially complex, and artificial intelligence tools are becoming standard practice for portfolio analysis.
-
Retirement Income Checkups Need a 2026 Reality Refresh The annual retirement income review just got more interesting.
-
Why ETF Model Portfolios Need a Repeatable AI-Era Review Discipline ETF model portfolios have become table stakes for most advisory practices, but if we're keeping it real, many advisors are still running these portfolios
-
AI-Era ETF Review Discipline for Advisors ETF model portfolios have become the backbone of many advisory practices, but if we're keeping it real, the traditional quarterly review process isn't cutting it in today's market environment.
-
6 Investment Ideas Across Growth, Income, and Retirement Portfolios Looking to invest spare cash or a windfall? Discover share ideas for ISA, SIPP and income portfolios to help rebalance and diversify your investments.
-
The Most Qualified Executives Never Get Board Invitations Are you an executive, business owner or professional speaker looking to amp up your career by getting placed on a paid Board?
-
The Safe Moment: When the Real Conversation Finally Begins Quietly, usually somewhere in the middle of the conversation, and if you are not attuned to it, the conversation simply moves on.
-
Advisor AI Guardrails for ETF Model Reviews The ETF model portfolio landscape has grown exponentially complex, and artificial intelligence tools are becoming standard practice for portfolio analysis.
-
Retirement Income Checkups Need a 2026 Reality Refresh The annual retirement income review just got more interesting.
-
Why ETF Model Portfolios Need a Repeatable AI-Era Review Discipline ETF model portfolios have become table stakes for most advisory practices, but if we're keeping it real, many advisors are still running these portfolios
-
AI-Era ETF Review Discipline for Advisors ETF model portfolios have become the backbone of many advisory practices, but if we're keeping it real, the traditional quarterly review process isn't cutting it in today's market environment.
-
6 Investment Ideas Across Growth, Income, and Retirement Portfolios Looking to invest spare cash or a windfall? Discover share ideas for ISA, SIPP and income portfolios to help rebalance and diversify your investments.
-
The Most Qualified Executives Never Get Board Invitations Are you an executive, business owner or professional speaker looking to amp up your career by getting placed on a paid Board?
-
The Safe Moment: When the Real Conversation Finally Begins Quietly, usually somewhere in the middle of the conversation, and if you are not attuned to it, the conversation simply moves on.
-
The Most Qualified Executives Never Get Board Invitations Are you an executive, business owner or professional speaker looking to amp up your career by getting placed on a paid Board?
-
Consumer Sentiment Makes No Sense Right Now Corporate earnings remain strong. Unemployment is still relatively low. Household finances, by many measures, remain healthy.
-
Attention, Not Worry, Is Driving Organizational Short-Termism Grief or the serious ill-health of ourselves or a loved one , other concerns such as financial matters or household upkeep seem to get downgraded
-
You Carry a Narcissist Around Every Day The same 5 tactics you hate in other people? Your brain may be running them on you right now.
-
Ultimus 2026 Summit Review – The State of the Asset Management Industry The 2026 Summit agenda reflected more than a roster of timely topics - it captured a broader strategic reality facing the industry
-
61% of Americans Share One Growing Concern Not surprisingly in today’s sharply divided political climate, Democrats are far more worried about healthcare than are Republicans.
-
What a 53-Year Championship Drought Can Teach Us About Resilience That is how long it had been since the New York Knicks last won an NBA championship. And now, finally, they had done it again.
ETF Market Signals Resilience Amid Washington Noise
Using the Investment Company Institute's latest data as the measuring stick, U.S.
By Todd Shriber
How Advisors Should Read Markets Through Political Noise
The Bureau of Economic Analysis delivered a reality check on June 25 that financial advisors can't ignore: May 2026 PCE inflation clocked in at 4.1% year-over-year, with core PCE at 3.4%.
By Todd Shriber
Advisor Client Reviews for Cash-Yield Drift
Cash yields haven't been this attractive in over a decade, and if we're keeping it real, that's quietly reshaping how clients think about their portfolios.
By Todd Shriber
Top Articles
The AI Paradox: Why People Are Using Artificial Intelligence More—and Trusting It Less
Artificial intelligence has never been more capable. Oddly enough, people have never seemed more uneasy about it. That wasn't supposed to happen.
Power-Based World Is Here: How Investors Can Prepare for What Comes Next
The assumptions investors relied on for decades are now being challenged and reimagined in real time.
SpaceX Is Up 19% Since Its IPO. Here’s Why We’re Not Buying It
SpaceX SPCX jumped 19% after IPOing on Friday, and it’s off to another hot start this morning.
Your 401(k) Is Only Part of Retirement Strategy
I’m full Italian. Italian-American, to be precise, which in my family means our entire culture orbits around food.
Featured Partners
Retirement income resources for client conversations.
Income planning, withdrawal strategy, longevity risk, and client-ready conversation tools.
Health planning is wealth planning.
Coordinate care, home, estate, and lifestyle support before a client need becomes urgent.
Be the first call when life changes.
Structured playbooks help advisors guide family, care, and planning decisions with more confidence.
The Autocallable ETF conversation.
A focused resource for advisors explaining defined outcome strategies and growth exposure.
Newsletter
Top seven stories, seven days a week .
Get the PowerAdvice newsletter daily with the top seven stories advisors should read. On Sunday, we send the top eleven stories of the week.
Channels
Markets
Market context, chart-driven reads, and advisor-ready capital-market perspective.
Fixed Income
Bond-market context, yield strategy, and fixed-income portfolio construction coverage.
Active Investing
Active-management perspective, portfolio positioning, and manager commentary.
Strategists
Strategist views, model positioning, and market commentary for advisor conversations.
Advisor Tools
Practical tools, workflows, and resources that help advisors serve clients and teams.
Business Growth
Practice growth, firm strategy, client communication, and advisor business development.
Technology
Advisor technology, fintech, workflow automation, and firm productivity coverage.
Artificial Intelligence
AI, automation, and emerging intelligent tools for advice businesses.
ETFs
Exchange-traded fund coverage, portfolio construction, and product education.
Research
White papers, charts, studies, and research-backed advisor resources.
Future of Advice
Industry change, advisor business models, and the evolving client experience.
Retirement Planning
Retirement planning, withdrawal strategy, and client income conversations.
Annuities
Annuity strategies, product education, and guaranteed-income planning context.
Insurance
Insurance planning, risk transfer, and client protection strategy coverage.
Personal Finance
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
Alternative Investing
Alternatives, private markets, cryptocurrency, and portfolio diversifier coverage.
Opinion and Viewpoints
Point-of-view essays, columns, and contributor perspective for advisor conversations.
- The Most Qualified Executives Never Get Board Invitations Jasmine Sandler
- Consumer Sentiment Makes No Sense Right Now Jay Mooreland
- Attention, Not Worry, Is Driving Organizational Short-Termism Paul Taylor
Multimedia
Video, audio, transcripts, and multimedia conversations from PowerAdvice.