[To continue our coverage on the Organic Growth Crisis in Wealth Management, we spoke with Jeremi Karnell, Chief Product Officer of VastAdvisor – an AI-powered organic growth platform designed specifically for RIAs and wealth enterprises. We are happy to publish his guest article, which explores and uncovers the underlying reasons and structural problems with traditional industry growth models and the […]

[The global energy markets are under increasing strain due to the heightened risks from geopolitical actions, supply disruptions, and price volatility. Beyond this current reality, investing in the global energy markets offers great long-term growth potential for an investment portfolio. Capturing this opportunity, though, requires a deeper knowledge of the particular dynamics and complex drivers […]

[In the wake of the explosive rise of prediction markets and the nearly $2 billion spent annually on U.S. sports betting advertising, the debate over the difference between gambling and investing has returned with force. At the center of that debate is a provocative argument: much of modern investing, especially in individual stocks, has always […]

[It can be argued that professional investors need and deserve better market intelligence. The statistics from the recent SPIVA scorecard demonstrates that the vast majority of mutual funds globally (U.S., Canada, Mexico, Brazil, Chile, Europe, MENA, S. Africa, Japan, and Australia) underperformed their country’s relevant S&P benchmarks over 1, 3, 5, and 7 years – with one […]

The recent Ultimus 2026 Client Summit provided an informative industry event designed to offer an insightful update on the state of the asset management Industry for both registered and private asset managers and RIA clients. The Summit’s carefully crafted agenda addressed major industry issues and challenges by inviting financial industry experts to share insights and […]

[Organic growth in wealth management has been fundamentally broken. For decades, the industry has built increasingly sophisticated systems to manage, optimize, and scale assets under management — yet comparatively little infrastructure has been built around the systematic acquisition of new client relationships. Documented by a wide cross-section of credible industry research and surveys, the result […]

[A number of investment strategies were born specifically from a desire to solve personal, real-world problems or unmet investor needs. The Crawford Managed Income Strategy is a great example of an investment solution that was engineered for investors that were having a hard time generating income from traditional balanced stock/bond portfolios. To better explore this […]

[Professional investors are awash in Exchange-Traded Funds, with over 5,000 U.S. listed ETFs and more than 14,000 listed globally. This momentum is not a temporary surge, but rather a clear reflection of a structural shift in investment product creation and adoption. ETF launches continue to accelerate, driven by investor demand for transparency, tax efficiency, low […]

[Maximizing after-tax returns by combining superior stock selection with rigorous and active tax management, once only available to UHNW investors,  has become an integrated investment option with growing accessibility to the mass investment market. These tax-managed strategies – not only using loss harvesting – can deliver a customized investment solution with a focus on total […]