Straight Talk
1 min
The Questions Every Advisor Should Be Asking in 2026
What’s been top of advisors’ minds? Hear about key themes from 2025 that could define 2026 and what they could mean for your practice.
Speakers
Jenine Garrelick, CIMA®
Senior Managing Director
Mike Dembro
Lead Investment Strategist
Jennifer Muzerall
Senior Strategist
The Questions Every Advisor Should Be Asking in 2026
Monday, December 8th
From the rise of AI-driven markets to evolving views on active management, the latest Straight Talk episode wraps up what’s been top of mind for advisors in 2025 and starts digging into the year ahead. Join Jenine Garrelick, Sr. Managing Director, Mike Dembro, Lead Market Strategist and Jennifer Muzerall, Sr. Strategist as they unpack the key themes likely to define 2026 for advisors and what it could mean for their practices. They break down:
- How product complexity is reshaping portfolio conversations
- Whether AI’s surge is sustainable or speculative
- If active management’s best days are in the past—or still ahead
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September 8, 2025
This episode will be focused on exploring opportunities and trends in investor expectations for advisors to adapt to shifting client needs.
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How Can You Put AI to Work for You?
September 8, 2025
In this episode of Straight Talk, we explore why the tech-savvy advisor treats AI as a partner, not a competitor, and we dive into how advisors can use AI to level up their practice while maintaining the human touch that their clients need.
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Midyear Update: A Look Back to Move Forward
June 16, 2025
This episode will be focused on taking a look back at this year's events and their impact on markets and macros.
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