When disruption comes for a business, it doesn’t knock—it kicks down the door. That’s exactly what happened to Chegg (CHGG).

We need to get the “Value Of Advice” message out more effectively as it just doesn’t appear to be resonating with enough of the consumers, particularly in challenging times.

What do you want to know?.

Years ago, we were shopping in a market in Asia. We negotiated the price and bought an article of clothing. As I paid in cash, I had the feeling the salesperson had glanced over and assessed how much cash was in my wallet.

It stands to reason that baby boomers and many Gen Xers will walk into an advisor’s office with more assets. That’s the result of being alive and working longer than their millennial and Gen Z counterparts.

Most independent financial advisors launch their firms with a vision: a vision of serving clients on their own terms, free from the constraints of a wirehouse or corporate agenda.

Financial advisors get fired a lot, often at critical moments: 70% of families switch advisors when a spouse becomes disabled, and another 70% change when money passes to the next generation.

Advisors’ affinity for exchange traded funds and other index-based strategies is widely documented. That devotion is a big reason why, as of the end of July, US-listed exchange traded products had $11.81 trillion in combined assets under management.

Jason Bottenfield, Managing Partner at Park Cities Group within Steward Partners, joins us to share the story of his unique path from professional baseball to wealth management.

The U.S. plan reads like a blueprint for tech-enabled industrial dominance. It rejects regulatory drag and leans into a high-octane, private-sector-led model.

This isn’t hyperbole. Right now, Financial Advisors are standing on the brink of the largest prospecting wave in years, one fueled not by market mania or flashy fintech, but by a quieter, smarter shift in product design and client demand.

After the market slid lower all week, testing the 20-DMA on Thursday, Jerome Powell’s speech at Jackson Hole turned sentiment on a dime.

Like other areas of our lives, the presence of artificial intelligence for people’s money matters is growing rapidly. From robo-advisors and budgeting apps to algorithms that automate investing, AI is reshaping how people engage with their money.

What does it take to grow a $30B wealth management firm in today’s competitive space and sustain it?

Let’s talk about a common approach in selling that’s been around for far too long - the idea of rubbing salt in the wound. You’ve probably heard it before.

Saying small-caps are down, but not out is a fair assessment. Actually, the Russell 2000 Index is up year-to-date, though its returns are less than a third of what the large-cap S&P 500 has delivered.

Jeremy Schwartz, Global CIO, and Sam Rines, Macro Strategist for Modern Portfolios at WisdomTree, join us to explore how today’s shifting geopolitical landscape is shaping new global investment strategies.

Bilal Little, Director of Exchange Traded Funds at the NYSE, sits down with Matt Kaufman, Calamos SVP & Head of ETFs to unpack Calamos’ bold ETF strategy .

Social Security decisions have always been a balancing act, but a new piece of legislation, the “Big Beautiful Bill,” is adding fresh twists.

Would you ever imagine holding cryptocurrency, private equity, or real estate inside your 401(k)? For decades, those kinds of investments were off-limits to the average retirement saver. But now, that possibility may be closer than you think.

A moving new short-form documentary premiered on International Widow Day offering a glimpse into the lives of widowed men and women navigating life after profound loss.