Most conferences feel the same.

You fly somewhere. Grab your badge. Sit in a ballroom. Listen to speakers. Walk the exhibit hall. Collect some business cards. Go home.

Future Proof said: yeah…let's not do that.

Instead, they put thousands of people from the wealth management world on the beach in Huntington Beach, California.

And somehow…

Pontera just announced a new way for advisers to help clients implement their unique 401(k) strategies through a non-discretionary, guided experience.

We think that’s great news and I want to be one of the first ones to congratulate them!

Because solving 401(k) advice takes two things: 1) knowing what to recommend and 2) having an easy way to implement it.

That’s where the industry is getting interesting.

Your client asks a simple question:

“What should I invest in inside my 401(k)?”

Answering that question can take a lot more time than you might think.

Providing personalized 401(k) advice manually means . . .

July gave us a front-row seat to the market's favorite game: making a lot of noise while continuing to march forward.

Both stocks and bonds experienced some sharp twists and turns this past month as investors wrestled with shifting interest rate expectations and economic data. Yet, beneath the daily ups and downs, the underlying economy and America's top companies remain remarkably resilient.

The lesson?

THE ADVISORY PARADOX: OBSESSING OVER SMALL ACCOUNTS WHILE IGNORING THE TRILLIONS HELD AWAY

Let’s get straight to the point: Your clients are hiding their most valuable wealth right under your nose.

For independent financial advisers and wealth management firms, the daily routine is a blur of portfolio rebalancing, tax-loss harvesting, and agonizing over . . .

When advisers talk about growth, the conversation usually turns to attracting new clients.

More marketing.

More referrals.

More networking.

More assets under management.

Those are all worthwhile goals. But there's a question that doesn't get . . .

For many advisers, "held-away" has become synonymous with "off limits."

But that thinking may be causing firms to overlook one of the biggest opportunities already sitting inside their existing client base.

Here are three misconceptions I hear all the time…

The second quarter reminded us that the stock market can be noisy. Investors bounced from worrying about inflation, to interest rates, to world events, but strong businesses kept doing what they do best; earning money. By the end of June, the major. . .