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Nearly two-thirds of independent advisors in Schwab's 2026 study say being a fiduciary is the main benefit of being an RIA. Plus the custody shake-up, AI's third big bang and why the bond market is just doing its job. This week's Power 11:
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93% of self-made millionaires reportedly had mentors. Kim Perell, who has built and sold companies, on three reasons every entrepreneur needs one, from saving years of trial and error to opening doors.
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Naming your estate as the beneficiary of an IRA can create probate, tax and family problems. Dennis O'Keefe on 5 estate planning mistakes, including the living trust that never got funded.
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"Will AI take my job?" is the wrong question. @InnerFluence on telling real warning signs from background noise, and using the F.E.A.R. framework (Face, Explore, Act, Rise) to turn AI anxiety into action.
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Seven-figure advisors often use fewer marketing strategies and work fewer hours than six-figure advisors. @theadvisorcoach on the 7 habits that separate the two, including how to improve your economics in a weekend.
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Can you take two weeks off without the phone ringing? If not, the business is you. Mike Mathweg, who has been involved in 25+ acquisitions, on why your number two decides what your business is worth.
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The advisors who know the most often convert fewer first meetings than their knowledge would suggest. @arigalper on why expertise shared too soon creates distance, and why trust comes from the quality of your questions, not your answers.
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Unfinished decisions, stalled opportunities and work still stuck with the advisor: Jeff Thorsteinson calls it the November Carryover. Six things top advisory teams clear before year-end so January starts with execution.
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An Arup employee was suspicious, asked for verification and got a video call with the CFO and colleagues. Every one was a deepfake. $25.6M gone. Phillip Shoemaker on wire controls that still work when the person on screen is fake.
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40% of Canvas's book now uses four or more managers in a single portfolio, says @FranklnTempletn's Roger Paradiso. At Future Proof, he explained why custom indexing's next chapter is unwinding concentrated, low-basis Mag Seven positions.
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At the end of August, about 30% of US large-cap stocks were in falling trends. By late October it was 48%. Bill Hortz (@InnovationIID) talks with Trendrating founder and CEO Rocco Pellegrinelli about measuring trend risk in portfolios.
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CCC bond spreads hit 1,356 bps on Oct. 23, a three-year high, while BBB and BB spreads remain historically tight. Michael Lebowitz of @ContactClarity on what credit spreads signal for stocks, and the move that would turn a warning into real risk.
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Only 13% of CIOs say AI has delivered significant value, per Gartner, yet about 1 in 3 executives who use it trust AI more than their own judgment. Chareen Goodman on competing with a $20 AI subscription, and why buyers will pay for judgment.
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Holidays, reorganizations, AI and year-end reviews are pulling leaders in every direction. @markdavidcorp on six daily practices to stay focused through year-end, including a 1-4-5 Achieve List instead of a to-do list.
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Steve Jobs' "Stay hungry, stay foolish" is 21 years old. @leadabovenoise argues we've kept the hunger but picked the wrong kind of foolish, and points to five team misalignments to fix before 2027.
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Houdini could escape almost anything except obscurity. @Hyken marks 100 years since his death with 10 customer experience lessons, from building anticipation to turning a problem into a performance.
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About 72% of elder financial exploitation losses come from people the victim knows, per AARP research. Marguerita Cheng of @BlueOceanGW on how to step in when aging parents need help with money, without taking over.
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Many firm leaders bristle at the word "branding." Elizabeth Harr of @HingeMarketing argues a brand is simply reputation multiplied by visibility, and explains how to tell whether your firm actually has one.
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Your most persuasive value statement may not come from you. @Bill_Cates on Value Discussions: questions that help clients put your value into their own words, and why that makes it easier for them to share it later.
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The meeting went great, so why didn't the prospect call back? @arigalper says rapport isn't urgency: the prospects who call back are the ones who leave thinking about their own situation, not about you.
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