RAFI Fundamental Indexing: An Interview With Rob Arnott

Published on August 19, 2026

When a stock doubles in price, traditional market-cap indices double down on it. This makes your portfolio more exposed to a stock after it becomes expensive. But what if you choose stocks based on the actual size of the business? By focusing on the company’s sales, profits, and economic footprint.

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Let Your True Self Shine Through When Speaking With Clients

August 19, 2026
I’m always asked for scripts. You don’t want a script. You want to be natural and approach clients in a manner that fits you. Practice, practice, practice until it seems natural and comfortable. Authentic is always best.

Agentic AI Won’t Scale in Wealth Management Until It "Owns" the Advisor-Client Meeting Cycle

August 19, 2026
Agentic AI will not scale until it assumes that coordinating role. It needs to “own the meeting cycle,” and by that I do not mean replacing the advisor, becoming the system of record, or acting without human oversight. I mean maintaining operational continuity — assembling context, preserving relationship memory, coordinating approved actions, and carrying commitments through to completion.