August 8, 2026
The Anatomy of Illinois’ Top RIAs in 2026
Plenty of studies analyze RIAs in aggregate. Few narrow in on a specific cohort. An SEC Form ADV analysis of the 141 Illinois wealth advisors holding $200M to $1B in RAUM.
August 3, 2026
The Secret Weapon to Win Big Prospects
One meeting to win a $50M prospect. A generic slide deck will not cut it. Here is how AI turns a portfolio review into a personalized, professional-looking deliverable in minutes.
July 23, 2026
The Ultimate AI Quick Win for Wealth Managers
This task eats up several hundred hours each year which incurs thousands in labor cost. What if AI handled this tedious work so humans had more time for the high-value work?
July 20, 2026
Rent or Buy ... the AI
Rent it and it's ready on day one, but the landlord sets the terms. Own it and it's yours, but you cover all upkeep. We've seen this with homes. How does this apply to AI?
July 13, 2026
Why AI Gives Generic Answers and How to Avoid It
Ask AI a real business question and it often gives a bland, one-size-fits-all reply. The reason is missing context. A notable shift in how AI operates is quietly changing that.
July 6, 2026
3 Ways Wealth Managers Can Save Hours Each Week
The wealth managers who delegate more tend to earn more. AI is the newest thing they can delegate to. Here are three ways it can reclaim hours each week for high-value work.
July 3, 2026
The Ultimate Arbitrage Opportunity in 2026
Arbitrage can be thought of as an asymmetry between a set of inputs and its outputs. In 2026, the ultimate opportunity is in plain sight and accessible to almost all businesses.
June 30, 2026
A(I) Fork In The Road for Accountants
The IRS recently issued Alert 2026-19 regarding AI use under Circular 230. It includes some important guidance to any accounting firm considering or implementing AI.
June 20, 2026
Rebuttal to Recent Comments Made About Small RIAs
While the recent article from Gorman Jones was almost certainly written with good intentions, it's worth dispelling a few myths about small RIAs in the AI era.
June 12, 2026
Jevons Paradox and the Potential Windfall
Goldman Sachs predicted that AI could displace 6-7% of the U.S. workforce. News headlines are filled with AI jobpocalypse predictions. But what if they are wrong?
June 10, 2026
Spend Less on AI Without Settling for Less
Claude Fable 5 was just released. It leads AI benchmarks. But do you actually need it? Explore a method that helps match each task to the right-sized model.
June 8, 2026
The 4 Keys to Stopping AI Workslop
On average, it takes 1 hour and 56 minutes to deal with each instance of AI workslop. Although what exactly is AI workslop and what are four ways to avoid it?
June 1, 2026
Letter From the Founder
The calling that led to the creation of Invisionary Financial and the three principles incorporated into every engagement.
