Practice Management
A Disciplined Approach to Private Markets
Education, research, portfolio construction, and compliance in practice
May 27, 2026 
Structured Investments
2025 Structured Investments Insights Report
Familiar Growth, New Drivers
May 15, 2026 
Beyond 60/40 Video: Episode 55 – What’s Next for Wealth Management in an AI Era
Sonali Basak sits down with Mike Durbin, CEO of Cetera Financial Group, to discuss why scale, not size, is driving the next phase of industry growth.
April 29, 2026 
Beyond 60/40 Video: Episode 54 – Why It’s Still a Bull Market for Advice
Shirl Penney, CEO and Founder of Dynasty Financial Partners discusses why it remains a bull market for advice, even amid market volatility.
April 15, 2026 
