The Broker's Hub

Year-End Financial Planning: 10 Topics to Discuss with Clients

Forex

Developing Information Security Awareness at Your Advisory Firm

Market Expert Dec 13, 2025

Have you established an effective security awareness program at your firm? To get started, use these helpful guidelines to safeguard your firm's information and educate staff members on common scams.

Forex

Discussing Strategies for Maximizing Retirement Income

Market Expert Dec 13, 2025

Retirement discussions with clients should not only cover saving and envisioning life after work but also the risk of outliving their savings. Discover how to prepare them for a secure retirement with these tailored strategies and resources.

Forex

Scaling for Enterprise Growth with Client Segmentation

Market Expert Dec 13, 2025

Does it feel like you and your staff are at capacity? Segmenting clients and mapping out services to deliver to each tier can help you redirect your energy toward the right people and activities—and create enterprise growth.

Forex

Running an Independent Financial Advisory Practice with Confidence

Market Expert Dec 13, 2025

Learn how to thrive while running an independent financial advisory practice. Get tips on compliance, operations, marketing, and achieving a balance between independence and scalable growth.

Forex

Leaving the Wirehouse: Your Guide to Going Independent as a Financial Advisor

Market Expert Dec 13, 2025

Thinking about leaving the wirehouse? From choosing a business structure to charting the course ahead, our guide to going independent provides everything you need to know to achieve the future you've always envisioned.

Forex

How Advisors Can Use AI to Enhance the Client Experience

Market Expert Dec 13, 2025

Using AI in your practice can help you enhance the client experience and improve productivity. See what AI-powered tools advisors are using and what steps you can take to implement it today.

Forex

Direct Indexing: Personalized, Tax-Efficient Portfolios at Scale

Market Expert Dec 13, 2025

See how a direct indexing solution allows financial advisors to deliver customized, tax-efficient portfolios and a better client experience while building scale in their firm.

Forex

2025 Midyear Outlook: Where the Economy and Markets Go From Here

Market Expert Dec 13, 2025

Where will the economy and markets go in the second half of the year? Chris Fasciano, chief market strategist, takes a look ahead in the 2025 Midyear Outlook.

Forex

2025 Midyear Outlook: The Market Observatory [Video]

Market Expert Dec 13, 2025

In this special Midyear Outlook edition of the Market Observatory, Chris Fasciano, Sam Millette, and guest Brad McMillan talk all things economy and markets for the second half.

Forex

2025 Midyear Outlook: Big Expectations and Big Uncertainty for Equities

Market Expert Dec 13, 2025

2025 has been a roller coaster of a year for equities. What should investors expect in the second half? Rob Swanke, senior investment research analyst, takes a closer look in the Midyear Outlook.

Forex

Inside the HNW Mindset: Marketing Made Personal

Market Expert Dec 13, 2025

How can you effectively use marketing to capture the attention of HNW clients? Learn four best practices for tapping into the HNW mindset and making a lasting impression on this lucrative group.

Forex

2025 Midyear Outlook: For Fixed Income, Slow and Steady Wins the Race

Market Expert Dec 13, 2025

Despite broader market turbulence, fixed income held up well to start the year. Will it be the same story in the second half? Find out in the last installment of our Midyear Outlook from Sam Millette, director, fixed income.

Forex

2026 Outlook: What’s the Big Picture?

Market Expert Dec 13, 2025

Where will markets and the economy go in the year ahead? Chris Fasciano, chief market strategist, explores the big picture and looks to the LPL Research 2026 Outlook to put the details in focus.

Insurance

What Many People Misunderstand About Inflation

Market Expert Dec 13, 2025

Inflation might sound straightforward on its surface—goods and services get more expensive. But some aspects of inflation are surprisingly counterintuitive, and as a result, there are a lot of widely held misconceptions about how it works. Some of my research has focused on this area specifically, as well as how those misunderstandings affect consumers. These […] The post What Many People Misunderstand About Inflation appeared first on Wealthfront Blog.

Insurance

Wealthfront Is Launching a Money Market Fund

Market Expert Dec 13, 2025

Money market funds are increasingly popular with investors looking for a low-risk and highly liquid way to earn yield on cash. Today, the asset class is over $7 trillion and growing. We’re excited to announce that Wealthfront is launching its own money market fund, the Wealthfront Treasury Money Market Fund (“WLTXX”), which is designed to […] The post Wealthfront Is Launching a Money Market Fund appeared first on Wealthfront Blog.

Insurance

Which Wealthfront Account Is Right for You?

Market Expert Dec 13, 2025

At Wealthfront, we want to help you build long-term wealth on your own terms. That’s why we’ve built a robust suite of accounts powered by automation, with the goal of keeping both your costs and taxes low. If you’re looking for guidance on which accounts are best suited to your needs and situation, we’re here […] The post Which Wealthfront Account Is Right for You? appeared first on Wealthfront Blog.

Insurance

Vested Interest: Why the Existence of “Premium Butter” Might Be a Key Macroeconomic Indicator

Market Expert Dec 13, 2025

Welcome to another sneak preview edition of Vested Interest, our forthcoming newsletter about what the financial and economic news might mean for your money, career, and life in general. Please get in touch via askwealthfront@wealthfront.com with comments and questions about other topics you’d like us to cover. A few weeks ago, Bloomberg published an article […] The post Vested Interest: Why the Existence of “Premium Butter” Might Be a Key Macroeconomic Indicator appeared first on Wealthfront Blog.