Opinion and Viewpoints
Point-of-view essays, columns, and contributor perspective for advisor conversations.
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The Most Qualified Executives Never Get Board Invitations
Are you an executive, business owner or professional speaker looking to amp up your career by getting placed on a paid Board?
Jasmine Sandler -
Consumer Sentiment Makes No Sense Right Now
Corporate earnings remain strong. Unemployment is still relatively low. Household finances, by many measures, remain healthy.
Jay Mooreland -
Attention, Not Worry, Is Driving Organizational Short-Termism
Grief or the serious ill-health of ourselves or a loved one , other concerns such as financial matters or household upkeep seem to get downgraded
Paul Taylor -
You Carry a Narcissist Around Every Day
The same 5 tactics you hate in other people? Your brain may be running them on you right now.
Dr. Charles Glassman -
Ultimus 2026 Summit Review – The State of the Asset Management Industry
The 2026 Summit agenda reflected more than a roster of timely topics - it captured a broader strategic reality facing the industry
Bill Hortz -
61% of Americans Share One Growing Concern
Not surprisingly in today’s sharply divided political climate, Democrats are far more worried about healthcare than are Republicans.
Guest Contributor -
What a 53-Year Championship Drought Can Teach Us About Resilience
That is how long it had been since the New York Knicks last won an NBA championship. And now, finally, they had done it again.
Dr. Charles Glassman -
The 14% Problem: Why Investors Should Stop Trusting Market Forecasts
But there is one major problem. The people making these forecasts are usually wrong. And not just slightly wrong.
Jay Mooreland -
11 Most Read Articles of the Week
Across financial services, AI is transforming research, report writing, client communications, data analysis and administrative functions.
Douglas Heikkinen -
Don’t Let Success Talk You Out of Your Next Chapter
I owned an international training and coaching firm that helped CEOs and C-Suite leaders around the world to amplify their personal impact
Achim Nowak -
Most Workplace Conflicts Have One Missing Ingredient
But the moment you rush to solve the conflict before understanding what the conflict truly needs, things usually get harder.
David Dye -
Not Fitting in Could Be a Sign You’re Exactly Where You Belong
Here are three simple reasons why standing out might just be the best way to belong.
Roy Osing