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ADVISOR INTELLIGENCE

Thought leadership for today’s advisors.
Ideas and perspectives to help advisors think clearly, act strategically, and build enduring firms.

Group 623
Why This Bubble Is Different (And Why It Could Get Bigger)
It is the question every client is asking, explicitly or implicitly. They look at the chart of NVIDIA. They see the frenzy around generative AI. They feel the FOMO. And they want to know: Are we in a bubble? And if we are, when does it pop?
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Group 624
Silence the Noise, Respect the Complexity: A Fiduciary’s Guide to Modern Markets
To truly serve clients, we have to stop validating the noise and start silencing it.
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Artboard 2QBs2
Quarterback to General Manager Part 3
We believe the intellectual case for shifting from quarterback to general manager is overwhelmingly strong. The emotional case, however, is another matter entirely. For many advisors, the transition feels like stepping off a cliff.
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Artboard 3QBs2
Quarterback to General Manager Part 2
Winning consistently isn’t about being the star quarterback. You are unlikely to be Tom Brady. Nor is a star QB enough for consistent wins. It is about building a system—a culture that sustains success through process, depth, and discipline. 
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Artboard 4QBs2
Quarterback to General Manager Part 1
I meet a lot of financial advisors. Many of them genuinely love investing. They love the markets, the research, the thrill of picking stocks, funds, and ETFs. But in my experience, many advisors may overestimate their ability.
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Rearranging Deck Chairs: The Industry's Obsession with 60/40

A long-standing industry default, the 60/40 portfolio is less the product of regoros theory or innovation than a convenient historical shortcut – one that persists today largely due to inertia rather than evidence.

Jason Hsu
FLEX Connect: Built for Advisors. Designed for Action.

FLEX Connect is our secure advisor platform for trade alerts, fact cards, and operational support.

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VIDEO CENTER

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Weekly Market Insight, Designed for Advisors

Thoughtful analysis, forward-looking outlooks, and tactical perspective—delivered weekly by our investment leadership team.

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UHC

UNH: A Better Hand? A Better Player

After a difficult 2025, UnitedHealth entered 2026 facing many of the same pressures, including rising medical costs and Medicare Advantage uncertainty. Fiona Zhang examines how disciplined strategic decisions, improved cost management, and stronger execution helped the company demonstrate that success may depend less on the hand it is dealt and more on how well it plays it.

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