Power Your Advice

Erin Colledge, Executive Vice President of Platform Unification and AI Strategy at Orion, brings us a grounded view of how AI is being adopted inside advisory firms. As the industry moves past experimentation, Colledge describes a shift toward practical use cases that help advisors prepare for client conversations, understand exposure, and respond more quickly to market changes. The focus is no longer whether AI belongs in the workflow, but how it can be applied in ways that feel useful, controlled, and aligned with how advisors actually work. She explains how Orion’s Denali AI is built around connected intelligence—bringing CRM, portfolio management, planning, risk, and compliance data together in context rather than across disconnected systems. With natural-language queries, firm-controlled data access, and explainable, auditable outputs, Denali AI is designed to turn unified data into action while maintaining privacy and oversight. As AI-native platforms evolve, Colledge highlights their potential to reduce operational friction and give advisors more time for client relationships and strategic work. Resources: Orion Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases. Orion Denali AI (Beta) is an early-access version available to selected users for testing and feedback. Final features and availability may differ at launch. Source

Hans Williams, Head of ETF Strategy at Calamos Investments, joins us to explore how advisors are approaching Bitcoin exposure in a market where volatility remains a central concern. With drawdowns of 30% or more still defining the asset’s price behavior, Williams explains why the conversation has shifted toward managing downside risk even as interest in digital assets grows. For advisors, this means balancing client curiosity with disciplined portfolio construction rather than simply reacting to headline price moves or sidelining Bitcoin altogether. Williams highlights how Calamos’ suite of protected Bitcoin ETFs aim to offer defined buffers and known outcome periods that align exposure to client risk tolerance. He discusses how these outcome-oriented structures, along with laddered versions that smooth timing risk, can help advisors thoughtfully integrate Bitcoin into portfolios with clearer expectations around upside caps and downside limits. As advisor sophistication around digital assets deepens, Williams sees these products as tools to help advisors participate in Bitcoin’s potential while maintaining consistency with clients’ long-term plans. Click here for more information about Calamos Protected Bitcoin ETFs Source

Jason Quinn, CFO and COO of Advisor360º, joins us to discuss how wealth management is moving beyond traditional software toward AI-native platforms. Drawing on his experience scaling technology-driven businesses, Quinn explains how the platform is powered by Advisor360º Wealth OS, which connects data, workflows, and applications to support the full advisor experience across firms at different stages of growth. Rather than forcing firms to stitch together disconnected tools, the platform is designed to deliver a cohesive experience while still allowing advisors to integrate best-of-breed solutions. Quinn also explores how AI can enhance advisor efficiency without replacing the human relationship at the center of advice. Through Parrot AI®, Advisor360º delivers capabilities such as meeting preparation that draws from planning, performance, tax, and CRM data, along with real-time plan updates informed by advisor-client conversations. As RIAs seek to grow and modernize without disrupting their businesses, Quinn shares how AI-native platforms and connected data will shape the future of wealth management. Resources: Advisor360º Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property. Source

Bryan Sajjadi, a Capital Market Strategist at Fidelity Investments, shares how Fidelity’s privately owned structure and long-term orientation influence the way investment decisions are made. He outlines how the firm’s global research platform—spanning equities, fixed income, sectors, and quantitative analysis—is designed to challenge assumptions, share perspectives, and provide a fuller picture of risk and opportunity across market cycles. Rather than relying on a single style or viewpoint, Sajjadi emphasizes the value of combining multiple disciplines to navigate changing market environments. Sajjadi also discusses how Fidelity blends fundamental research with quantitative tools and emerging technologies to support portfolio decisions and risk awareness. He points to collaboration across asset classes, access to private markets, and long-standing company relationships as inputs that inform—not dictate—investment outcomes. Looking ahead, he frames the market outlook in practical terms, highlighting the need for selectivity, diversification, and flexibility as economic conditions evolve and dispersion across assets increases. Resources: Portfolio Construction | Fidelity Institutional Disclosures: Not FDIC Insured. May Lose Value. No Bank Guarantee. Not NCUA or NCUSIF insured. May lose value. No credit union guarantee. Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable Information provided is general in nature. It is not intended to be, and should not be construed as, legal or tax advice. Fidelity does not provide legal or tax advice. Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information. Fidelity Investments is an independent company, unaffiliated with IRIS Media Works, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between IRIS Media Works, LLC. and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by IRIS Media Works, LLC. and does not guarantee, or assume any responsibility for, its content. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Although the funds seek to beat the index, this is not guaranteed, and these funds may trail the index. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. In general, the bond market, especially foreign markets, are volatile, and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Fixed income securities carry interest rate risk [As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.]. Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which may be magnified in emerging markets. Digital assets are speculative and highly volatile, and their market movements are very difficult to predict. Investors also face other risks, including significant and negative price swings, flash crashes, and fraud and cybersecurity risks. Digital assets may also be more susceptible to market manipulation than securities. They can become illiquid at any time and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment. Investing involves risk, including risk of loss. Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk. © Morningstar, Inc. All rights reserved. The information contained herein: [1] is proprietary to Morningstar and/or its affiliates; [2] may not be copied or distributed; [3] is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar is a registered trademark of Morningstar, Inc., and is not affiliated with Fidelity Investments. Fidelity Investments® & Pyramid Design is a registered service mark of FMR, LLC. Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company. Before investing in any exchange traded fund, have your client consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, or a summary prospectus if available, containing this information. Have your client read it carefully. FIDELITY DISTRIBUTORS COMPANY LLC, 900 SALEM STREET, SMITHFIELD, RI 02917 1240462.1.0 Source

Ryan Frederick, founder of Here.life, explains why “place planning” is an increasingly important—but often overlooked—factor in long-term wellbeing and financial outcomes. He argues that where people live has a profound impact on health, relationships, purpose, and spending, yet these decisions are often made reactively or reduced to housing or financial decisions. By viewing place through four lenses—environment, health, community, and finances—Frederick shows how misalignment can quietly erode quality of life, while intentional planning can create clarity, especially as people navigate longer lives and major transitions. Frederick also describes how structured place planning helps clients move past rigid “stay or move” thinking and consider multiple paths, including improving their current home, relocating, or incorporating extended travel. That broader view often surfaces hidden trade-offs and leads to more confident, durable decisions. For advisors, he notes that clients value having a framework to think through place before acting, strengthening trust and reinforcing the advisor’s role as a long-term partner in consequential life decisions. To learn more about Here.life, join the Interest List: https://go.here.life/place-planning-for-orgs-interest-list Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property. Source

Rob Arnott, Founder and Chairman of Research Affiliates, breaks down what he sees in today’s markets—from bubble-like pricing in some AI leaders to the behavioral traps that push investors toward the latest market fads. He emphasizes that advisors can add real value by countering the pull of popular narratives before they shape decisions. Arnott also points to the distortions created by cap-weighted index flows and why value may already be quietly turning as disruptors face fresh competition. Looking ahead, Arnott sees far better long-term opportunities outside U.S. large-cap growth, especially in international and emerging markets, where starting valuations are much more attractive. He notes that smarter index design can help avoid unintentional trend-chasing while staying broadly diversified. And while he expects more volatility—and a higher chance of a bear market than usual—he reminds advisors that market pullbacks don’t hit everything equally. Undervalued areas can still lead, making discipline and fundamentals essential. Resources: Research Affiliates Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property. Source

Carly Brooks, Senior Vice President of Advanced Sales at Crump Life Insurance Services, outlines how the firm is elevating advanced planning from a technical resource into a true strategic partnership for financial professionals. She highlights Crump’s scale and depth of expertise, and how that support helps advisors guide clearer, more confident conversations around protection, retirement, and legacy planning. Brooks also breaks down the forces reshaping today’s planning environment—from historically high estate tax exemptions and renewed client willingness to act, to the Great Wealth Transfer and rising fiscal pressures. She explains why life insurance continues to play a central role in liquidity and long-term stability, and how trust design, income-tax planning, and business owner strategies are evolving in response. Looking ahead to 2026, she encourages advisors to take advantage of today’s favorable conditions and emphasizes Crump’s ability to help them navigate these complex, high-impact planning decisions. Resources: Crump Source

Wes Crill, Senior Client Solutions Director and a Vice President at Dimensional Fund Advisors, joins Doug to break down the biggest myths around “volatility-proofing” portfolios. He explains that reducing volatility always comes with trade-offs — most often in expected return — and that many investors underestimate how much is already achievable with traditional tools like disciplined global diversification and mixing equities with fixed income. Crill also cautions that defined outcome ETFs, while popular, often replicate what standard asset-class combinations already do, but with higher costs. He underscores the difference between systematic volatility (the compensated kind that comes from broad market exposure) and idiosyncratic volatility (uncompensated risk that diversification can eliminate). Crill notes that volatility itself is a healthy market function driven by changing information, and that long-term investors should focus less on daily movements and more on strategic positioning. The most resilient portfolios, he says, rely on broad diversification, cost-effectiveness, and rules-based discipline — not prediction or flavor-of-the-month volatility products. Resources: Dimensional Fund Advisors Source

Matt Kaufman, Global Head of ETFs at Calamos, returns with big news: CAIE has earned two major industry honors—the SRP Americas Most Innovative Product Award and Structured Product Intelligence’s Deal of the Year—rare recognition for an ETF in a category traditionally dominated by structured notes. Kaufman says the awards validate the core idea behind CAIE: bringing a complex autocallable note strategy into a simple, transparent, liquid ETF format that advisors already trust. He introduces CAIQ as the natural next step—a NASDAQ-focused autocallable ETF built on the same laddered weekly issuance, volatility-targeted index design, and J.P. Morgan swap partnership that have powered CAIE’s success. The key enhancement is a tighter 30% downside barrier, allowing for a higher expected coupon while maintaining historical durability. Kaufman positions CAIQ as a complement to CAIE, mirroring how advisors pair NASDAQ and S&P exposures in traditional equity allocations. With CAIE now past $300M and demand accelerating, he expects more innovation ahead from Calamos in the autocallable ETF space. Resources: Calamos Source

Chris Cherry, Head of Partnerships at Future Proof, joins us to talk about Future Proof Citywide and how it expands on the Future Proof Festival model by moving into Miami Beach, allowing the event to grow beyond the Festival’s 5,000-person limit while keeping the same outdoor, relaxed, anti-conference feel. Citywide also introduces a rotating theme structure — Invest, Build, Grow, and Live — with AI as the central focus for 2025, reflecting how quickly it’s becoming part of industry conversations. Chris highlights why Citywide delivers real ROI: the breakthrough meeting program, where attendees pre-select and schedule high-quality matches rather than relying on chance encounters. Those curated meetings have led to major client wins and even career-changing outcomes. New this year is a 20,000-square-foot AI Playground, expanded partner activations across Miami Beach, and returning experiences like the women’s lounge. Chris hopes attendees leave with confidence in using AI — and a clear sense that stepping into these conversations is no longer optional. Resources: Future Proof Source

We welcome back Samantha Russell, Chief Evangelist at FMG, to break down the marketing shifts defining 2025 and how advisors can carry them into 2026. Samantha says AI has transformed both how content is made and how it’s found—shifting SEO into AEO, or answer engine optimization. Firms that structure Q&A content with schema, gather reviews, and earn media mentions are the ones AI will recognize as credible sources. The result: fewer clicks, but better-qualified leads. Samantha also stresses the need to humanize marketing as automation expands. Events, video, and genuine social engagement create connection where AI can’t. Repurposing content across channels and segmenting messages with the help of CRM tools make personalization easy at scale. Her advice for 2026: use AI to make marketing more personal, focus on the one platform where your audience lives, and put a real person forward as the face of your firm. Download The AI Edge, FMG’s complete AI guide for financial advisors Resources: FMG Source

Kevin Flanagan, Head of Fixed Income Strategy at WisdomTree, joins us to discuss how advisors can navigate uncertainty as the Fed manages policy in a “flying blind” environment. He explains why Treasury Floating Rate Notes remain a cornerstone even in a rate-cut cycle, how defining the true neutral rate will shape future decisions, and why concerns around Fed leadership changes may be overblown. Kevin also shares how WisdomTree’s yield-enhanced AGGY strategy and active-passive barbell approach can help advisors manage duration, balance risk, and capture yield opportunities without adding leverage. With a focus on discipline and flexibility, he outlines how advisors can position portfolios for the next phase of the Fed’s evolving policy path. Resources: WisdomTree Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/Investments. Read the prospectus or, if available, the summary prospectus carefully before investing. WisdomTree Floating Rate Treasury Fund (USFR) There are risks associated with investing, including possible loss of principal. Securities with floating rates can be less sensitive to interest rate changes than securities with fixed interest rates, but may decline in value. Fixed income securities will normally decline in value as interest rates rise. The value of an investment in the Fund may change quickly and without warning in response to issuer or counterparty defaults and changes in the credit ratings of the Fund’s portfolio investments. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile. WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset-backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on. Due to the investment strategy of the Fund, it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile. Bloomberg U.S. Aggregate Bond Index (Agg): Represents the investment-grade, U.S. dollar-denominated, fixed-rate taxable bond market, including Treasuries, government-related and corporate securities, as well as mortgage and asset backed securities. Kevin Flanagan is a Registered Representative of Foreside Fund Services, LLC. WisdomTree Funds are distributed by Foreside Fund Services, LLC. Source

Alex Khassa, Founder and CEO of Clients Blackbox, joins us to discuss how financial advisors can grow more efficiently by shifting from demand capture to demand generation. He explains why traditional tactics—like buying leads or relying solely on referrals—limit scalability, and how educational marketing funnels help advisors connect with prospects earlier in their decision journey. Alex also shares how Clients Blackbox combines data science, intent targeting, and compliance-friendly creative to help RIAs attract qualified, affluent pre-retirees. He goes on to explore the future of performance branding—balancing short-term results with long-term trust—and how AI and Meta’s evolving algorithms are reshaping client acquisition in wealth management. Resources: Clients Blackbox Source

Today we welcome back Fred Kaynor, Managing Director at DAFgiving360. Fred explains how donor-advised funds have become an effective way for individuals and families to maximize their charitable giving, making the process simple, tax-smart, and impactful. Since inception, DAFgiving360 donors have granted more than $44 billion to over 280,000 organizations, including a record $8.9 billion last year alone. Fred highlights the trends shaping philanthropy today, from year-round giving and surging disaster relief support to the rise of socially responsible investment strategies inside DAF accounts. He also underscores the growing role of financial advisors, with nearly 80% of DAFgiving360 accounts now advisor-led, as clients look for guidance on how charitable planning fits into their broader wealth strategy. If you’d like to learn more about working with DAFgiving360 and the benefits to both you and your clients, review their online resources or request more information. DAFgiving360 is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets. Contributions of certain real estate, private equity, or other illiquid assets may be accepted via a charitable intermediary, with proceeds transferred to a donor-advised fund (DAF) account upon liquidation. Call DAFgiving360 for more information at 800-746-6216. A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation. Market fluctuations may cause the value of investment fund shares held in a donor-advised fund (DAF) account to be worth more or less than the value of the original contribution to the funds. DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate. (1025-RC13) Source

Mike Foy, Managing Director and Head of Wealth Intelligence at J.D. Power, shares insights from the 2025 U.S. Financial Advisor Satisfaction Study. The research highlights a critical industry crossroads: investor demand for professional advice continues to rise, even as many seasoned advisors near retirement. Foy discusses the urgent need to attract younger and more diverse talent, build stronger mentoring and team models, and leverage technology—particularly AI—to improve efficiency and client service. He also explores where firms are falling short in supporting advisors, from underwhelming social media resources to inconsistent succession planning. Drawing on J.D. Power’s data, Foy underscores that while technology won’t replace human advice, it will redefine how advisors deliver it—empowering firms that invest wisely to scale more effectively, retain talent, and strengthen client loyalty. Resources: J.D. Power Source

Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors move beyond demographic labels and understand how each client truly thinks, decides, and connects. Instead of one-size-fits-all messaging, advisors can tailor communication to fit personality, building trust, strengthening relationships, and driving better outcomes. Drawing on research with hundreds of investors, Matt explains how totumai distilled complex psychology into a simple eight-question survey that identifies five distinct personas—represented by musical instruments—that reveal how clients prefer to engage. He highlights how advisors can apply these insights across use cases, from personalized emails to meeting agendas and team dynamics. Looking ahead, Matt shares how AI may soon identify personality in real time, expanding the impact of this approach not only in wealth management but also in healthcare, education, and other fields where communication drives results. Resources: totumai Read the white paper: Why Traditional Personas Fail  Take the personality survey! Visit survey.totumai.net to discover insights about your personality traits and characteristics through totumai’s comprehensive assessment. Click here for the full video demonstration. Source

Greg Banasz, Chief Marketing Officer at Steward Partners, shares how he brings the firm’s brand to life while empowering more than 200 independent advisors to express their individuality. Instead of a one-size-fits-all playbook, he offers a flexible “spice rack” of strategies—helping advisors mix and match tools that best support their goals in branding, communication, and growth. By putting collaboration and advisor input at the center, he ensures every strategy feels authentic while still connected to Steward’s broader identity. He also speaks to the generational shift transforming the industry and the importance of meeting younger, tech-savvy clients where they are—with modern tools like QR codes, video, and AI. For Greg, compliance isn’t a barrier but a partner in creating authentic messaging. Looking ahead, he sees video, personalization, and data-driven insights as key growth drivers, but believes lasting success starts with something simple: listening to advisors and building from their genuine interests. Resources: Steward Partners Source

Ryan George, Chief Marketing Officer at Docupace, joins us to discuss how back-office innovation is helping advisors scale smarter. He shares his personal journey to Docupace and how the firm has grown into a 23-year-old leader in streamlining advisor operations, from account opening and compliance to compensation management and advisor transitions. He also highlights the company’s latest investments in user experience, its acquisition of Hubly, and the evolving role of AI in advisor technology. Ryan emphasizes the importance of operational efficiency in unlocking growth for RIAs, offers perspective on the “buy vs. build” debate, and explains why expanding access to quality financial advice is what excites him most about the future of fintech. Resources: Docupace Source

Jeremy Schwartz, Global CIO, and Sam Rines, Macro Strategist for Modern Portfolios at WisdomTree, join us to explore how today’s shifting geopolitical landscape is shaping new global investment strategies. Sam explains how Europe’s renewed focus on defense and infrastructure—driven by NATO spending commitments—is creating long-term momentum across industries. He highlights companies like Saab, Leonardo, and Rheinmetall, where sustained demand and innovation in areas like drone tech and anti-drone systems are already translating into earnings growth. Jeremy shares how these developments could mark the beginning of a new era for European technology and industrial leadership. Together, they walk through WisdomTree’s Geo Alpha strategy (GEOA), designed to help investors navigate uncertainty and align portfolios with major global shifts. With themes spanning policy, innovation, and evolving supply chains, GEOA offers a forward-looking framework for those seeking broader diversification and resilience across changing markets. Click here to view the current holdings in GEOA. Definitions: European Defence Industrial Strategy (EDIS): plan developed by the EU to strengthen the EU’s defense industry and collaborative procurement LNG stands for liquified natural gas MSCI ACWI: A free-float adjusted market capitalization-weighted index that is designed to measure the equity market performance of developed and emerging markets. Resources: WisdomTree ETFs (Exchange Traded Funds) & Investments Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/Investments. Read the prospectus or, if available, the summary prospectus carefully before investing. WisdomTree GeoAlpha Opportunities Fund (GEOA) Risk Information: There are risks associated with investing, including possible loss of principal. Some countries and regions in which the Fund invests may have and may continue to experience security concerns, war, aggression and/or conflict, economic uncertainty, sanctions or the threat of sanctions, natural and environmental disasters, and widespread disease or other public health issues. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Investments in non-U.S. securities involve political, regulatory, and economic risks that may not be present in investments in U.S. securities. To the extent the Fund invests a significant portion of its assets in a single country or region, it is more likely to be impacted by events affecting that country or region. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile. WisdomTree Funds are distributed by Foreside Fund Services, LLC. Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC Source

Jason Bottenfield, Managing Partner at Park Cities Group within Steward Partners, joins us to share the story of his unique path from professional baseball to wealth management. He reflects on how the discipline and resilience he developed as an athlete helped him navigate the early challenges of breaking into the industry—without connections or a finance degree—and how those lessons continue to shape his approach to business and leadership. Jason also discusses what led him and his partners to join Steward Partners in 2019 and why the firm’s hybrid model and collaborative culture have helped their business grow. He shares real examples of how Steward’s infrastructure supports complex client needs, emphasizes the value of mentoring the next generation, and explains how Park Cities Group delivers a boutique experience backed by big-firm capabilities. Resources: Steward Partners Source