Articles

Advice From the Experts

  • A hand holds a smartphone showing a prediction market screen with a green "Yes" button priced at 62 cents and a red "No" button at 38 cents.

    Prediction Markets by the Numbers: What Financial Advisors Need to Know

    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.

  • Four upright rectangular bars in different materials — polished chrome, deep blue ceramic, rough concrete, and brushed steel — standing side by side with gaps between them on a pale concrete surface

    The Four-Pillar Framework

    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.

  • The U.S. Capitol building with its dome under a blue, partly cloudy sky, framed by trees and a green lawn. Image credit: wirestock - Magnific.com

    I’m Not Panicking About the CLARITY Vote, and Neither Should You

    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.

  • AI Won’t Run Your Compliance Program. Here’s What It Will Do.

    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.

  • What 12,000 Advisor Conversations Reveal About Better Advice

    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.

  • How a Fractured AI Stack Is Holding Advisory Firms Back

    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.

  • STRC: “Indestructible” Returns?

    By Mary Kolesar, Investment Analyst and Christopher F. Poch, Founder & CEO, Promethium Advisors

    It promises high current income with a cushion against bitcoin's wild swings. But can any dividend really be "indestructible"? A closer read of the mechanics – and the fine print – behind Saylor's newest security.

  • AI-generated split image: at left, in black and white, a 1973 service-station attendant stands beside a handwritten NO GAS TODAY sign; at right, in color, a present-day lineworker faces him across the divide beside a HIGH VOLTAGE sign on transmission equipment.buildout

    Energy Completion: From Accidental Exposure to Intentional Allocation

    By Rick Lake | Founder, Narrative Alpha

    Most portfolios own energy by accident. Energy Completion™ is a three-sleeve framework for making energy exposure deliberate and complete in the era of AI.

  • Four business professionals collaborating around a laptop in a bright office meeting room ID 248801416 by NicoElNino | Adobe Stock

    Open vs. Closed AI: What Advisory Firm Leaders Need to Know

    By Jim O’Hara, SVP, CISO & AI Security Officer | Orion

    Not every AI tool handles your data the same way – and knowing the difference matters more than most firms realize. Orion CISO Jim O'Hara breaks down when to use open AI, when you need a closed environment, and why your firm needs a policy before employees start making that call on their own.

  • New Museum of American Finance in Boston Features Content Curated by the Personal Finance Institute

    By Personal Finance Institute

    The Museum of American Finance’s new museum opening on July 3 in the Boston Seaport includes two galleries whose content was provided by PFI: Personal Finance and The Future of Finance. The museum is free and open to the public.