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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
When you build a relationship on market chatter, you are implicitly teaching your client that short-term movements matter. You are validating the noise. And when the market turns—and yes it will, when you least expect it to—that same client who loved your "market insights" will suddenly view you through a lens of disappointment.
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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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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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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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SpaceX IPO

Has Passive Investing Become a Victim of Its Own Success?

Greg Lai, CFA explores how the SpaceX IPO may signal a broader shift in the investment landscape. While passive investing has helped millions of investors gain efficient, low-cost market exposure, many transformational companies now create substantial value before entering the public markets. The result is a timely question for investors: if public indexes recognize success after it has already happened, does “owning the market” still mean owning the future?

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