The U.S. Economic Climate: Resilience, Risks, and the Global Forces Shaping Growth
The United States economy in 2026 is defined by a mixture of resilience and caution. While growth remains steady and unemployment relatively low, policymakers and economists continue to monitor inflation, consumer spending, and global geopolitical developments that could influence the direction of the economy in the months ahead. The overall economic outlook remains stable, but several emerging risks, including rising geopolitical tensions i…
Tax Strategy and Wealth Planning:
Why Proactive Planning Matters More Than Ever
In today’s evolving economic environment, tax strategy has become one of the most important pillars of wealth planning. Investors once focused primarily on investment performance, but financial professionals increasingly emphasize that what you keep after taxes ultimately matters more than what you earn before taxes. As tax regulations evolve and retirement rules change, proactive planning in 2026…
Post-Mortem: How the 2025 Government Shutdown Disrupted RIA & BD Registrations
This report analyzes the impact of the 2025 U.S. federal government shutdown on registered investment advisor (RIA) and broker-dealer (BD) firm registrations, with a specific focus on how SEC processing delays affected firm launches, client onboarding, and asset transitions. The analysis is based on a 10-year historical comparison using AdvizorPro data.
Executive Summary The 2025 government shutdown did not suppress entrepreneurial activity…
Crypto Trends H2 2026
A Conversation with Mintify’s Evan Varsamis Cryptocurrency momentum is expected to accelerate in the first half of 2026, Evan Varsamis, founder and CEO of Mintify, told Advisors Magazine in a recent interview, especially as macro conditions stabilize and tokenized assets become more integrated into traditional portfolios. He also readily dismissed the suggestion by some industry observers that the recent rift between President Trump and…
Bo Dietl: Wolfie’s Private Investigator
After 30 years as a private eye, actor and ex-detective Bo Dietl still handles the most bizarre cases
Rao’s Restaurant sits deep in the heart of Harlem – a hangout known for wealthy businessmen, mob bosses, actors and movie directors. Old stomping ground, too, for Richard “Bo” Dietl, the street-smart, urbane private investigator who’s internationally renowned for his investigations. It’s early 1990 and he’s sitting in session with Jordan…
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Financial All-stars Help Call the Plays off the Field
Professional football players can seem unbreakable. When a wide receiver gets slammed with a vicious tackle and pops right back up for the next play, it can be hard to imagine anything taking him…
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Lori Greiner: A Consistent Rise to the Top
Tony Robbins, renowned motivational speaker and six-time international best-selling author, often tells his audiences, “It's not what we do once in…
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Mind Medicine Inc. (MindMed) Ready to invest in Psychedelic Medications?
MindMed Goes Public: an interview with CEO J.R. Rahn and investor Kevin O’Leary
Investors intrig…