The Power of Presenting Data in New Ways

Published on November 19, 2025

This paper highlights and provides examples of how investment managers can reclaim and shape their own narrative by leveraging data science and alternative data sources, demonstrating the power in presenting information in new ways.

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Key Takeaways From Another Trip Around the Sun

November 19, 2025
This reflective column explores five key life lessons learned over my last year, emphasizing the importance of health, strong family relationships, and giving back to the community. These insights are used to offer financial advisors specific ways to engage clients beyond just investments, by focusing on passions, supporting family goals, and preparing for life's unexpected crises.

The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

November 19, 2025
Ryan Marcus’s relationship with his nephew, who’s on the spectrum, revealed how unprepared the wealth management industry is to serve this growing community, even as trillions in wealth shift to younger generations.