Open vs. Closed AI: What Advisory Firm Leaders Need to Know

Published on June 27, 2026

Before your firm starts using AI across operations, client service, reporting, or advisor workflows, there’s one basic question leadership needs to answer: what kind of AI are we talking about?

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State Street Goes Heads Up With Qs, Launches Nasdaq 100 ETF

June 27, 2026
Investors now have more optionality when looking for Nasdaq 100 exposure. State Street Investment Management (SSIM) just launched the State Street SPDR Portfolio Nasdaq 100 ETF (QNDX). It will invariably go heads up with the Qs, namely the Invesco QQQ ETF (QQQ) and the Invesco NASDAQ 100 ETF (QQQM).

Model Portfolios Are Mainstream. Now Advisors Want Personalization.

June 27, 2026
Model portfolios have helped many advisors solve for scale. The next challenge is more nuanced: how do advisors keep that scale while delivering more personalization, tax awareness and differentiated value to clients?