The Truth About
Your Future
Achieve Financial Success in the 2020s and Beyond
Will Your Money Last as Long as You Do?
You need to prepare for the future – your future – so you can maintain your health, wealth and lifestyle for your entire lifetime, no matter how long that might be. Founded by Ric Edelman, the most acclaimed financial advisor in the nation, The Truth About Your Future provides the latest investment strategies and practice management for advisors to help their clients.

ARTICLES
By Don Friedman, CEO, The Truth About Your Future
Prediction markets let people buy “yes” or “no” contracts on real-world outcomes, from elections to sporting events. Monthly trading volume on the two leaders, Kalshi and Polymarket, went from under $5 billion in mid-2025 to a record $50.6 billion in July 2026, boosted by the World Cup. The following is what the data shows about who uses them, and what it means for advisors and their clients.
By David L. Hirsch, Ray Villani , Chelsea Smith Press | McGuire Woods LLP
AI listened in on a full year of advisor-client meetings. What it heard should give every advisor pause. Here’s what 12,000 conversations reveal about the meetings we thought we understood.
By Don Friedman | CEO, The Truth About Your Future
Congress couldn't pass the CLARITY Act, but the SEC, the CFTC and the firms rebuilding US market infrastructure never waited on it. Here's what's actually landing on client statements this fall, law or no law.
By Louis Giannini | Senior Director, Product Management, Orion
AI can't run your compliance program — but it can make everything around it faster and easier to defend. Orion Compliance's Louis Giannini breaks down what AI actually does well, where humans still need to call the shots, and the governance groundwork firms need before scaling it.
By Rick Lake | Founder, Narrative Alpha
AI listened in on a full year of advisor-client meetings. What it heard should give every advisor pause. Here’s what 12,000 conversations reveal about the meetings we thought we understood.
By Erin Colledge, EVP, Platform Unification & AI Strategy | Orion
Most advisory firms have a dozen AI tools that don't talk to each other – and that's the real problem. Orion's Erin Colledge explains why fewer, deeply connected AI solutions beat a pile of point tools, and what to ask any AI vendor before you buy.
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