Views from 6,230: The Market Looks Calm. Look Beneath the Surface

Published on October 14, 2026

Tema ETFs’ Paisley Nardini discusses how calm index-level markets are masking volatility and concentration risk in both equities and bonds.

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Who Owns Your Marketing Process?

October 14, 2026
If marketing is taking more of your time than it should, look at the work that repeatedly finds its way back to you: following up with a writer, checking on compliance, keeping campaigns on schedule, managing vendors, or making routine production decisions.

AI Made Your Service Faster, but How Do You Get to “Better”?

October 14, 2026
AI's greatest value in our industry might be to deepen those relationships further and make them more “portable” across the business. By that, I mean making it easier for up-and-coming professionals to take the reins of long-standing relationships without any noticeable drop in service quality.