Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
How to Compete in This New Era of AI Search
LOCATION
Webinar
Samantha Russell
Chief Evangelist at FMG
Date
April 16th, 2026
TIME
11:00 am ET
TOPIC
If someone asks ChatGPT for the best advisor in your city, would it mention you? In this Live From Philly webcast, industry marketing expert Samantha Russell reveals how AI is reshaping the way consumers discover financial professionals and what you must do to stay visible.
Featured
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Market Updates
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Office Hours
Core Estate Planning Documents: Part 1
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Monthly Moves
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U.S. equity markets declined sharply in March amid a pronounced risk-off environment driven by escalating geopolitical tensions with the war in Iran. With the conflict now entering its second month, the effective closure of the Strait of Hormuz constrained global energy supply and pushed both Brent and WTI crude above $100/barrel, approximately 77% higher than year-end levels.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, March 2026
April 6, 2026
Broad equity weakness was the theme in March after recent years of solid and steady stock market gains. A rally on the last day of March helped offset some of the declines, but the month was a challenge for equity investors
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Taking Stock of What Clients Have
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In this Office Hours Wealth Planning Series segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline how to begin the estate planning process, starting with assessing assets, organizing records, and avoiding common administrative pitfalls.
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