Investment & Market Strategy
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 
Investment & Market Strategy
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 
Practice Management
Monthly Alts Pulse Ep. 19 – From Access to Advantage in Private Markets
Private markets are no longer novel, but how advisors use them still matters.
April 10, 2026 
Investment & Market Strategy
Beyond 60/40 Video: Episode 53 – How AI Is Redefining Software Growth
Monti Saroya, Co-CEO of VistaOne and Senior Managing Director at Vista Private Equity shares why agentic AI represents a step-change in software economics.
April 10, 2026 
