5 Leadership Keys for Successful Teams

Published on October 28, 2026

Gallup estimates that 70% of a team’s overall success lies with the leader of the team. Here are five takeaways from this year’s class that might be helpful, whether you are firmly in a leadership role, leading without formal authority, or presently climbing the ladder at your firm.

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Beyond Meeting Assistance: The Next Layer of Advisor AI

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Advisor AI tools have evolved alongside the practical needs of financial firms, creating a more capable version of a familiar technology that improves how advisors move from insight to execution across the client life cycle.

In High Yield, Shorter May Be Smarter

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Investors concerned about market turbulence don’t have to sacrifice return potential to reduce risk. Historically, short-duration high-yield bonds have delivered returns neck-and-neck with those of the broader high-yield market but with substantially less volatility. The recent rise in yields makes today an especially compelling entry point.