Advisor voices

Weekly Commentary · weekly · site ↗

Weekly market commentary widely read on advisor desks.

Capital Market Outlook · weekly · site ↗

Weekly Capital Market Outlook is a reliable cadence; sits over Merrill + Private Bank.

Investment Strategy / Weekly · weekly · site ↗

Heads WFII; weekly investment strategy report and outlooks.

Notes on the Week Ahead · weekly · site ↗

Monday Notes on the Week Ahead; backbone of advisor Market Insights program (Guide to the Markets).

Capital Ideas · periodic · site ↗

Capital Group economist; advisor-facing Capital Ideas outlooks.

Weekly Market Commentary · weekly · site ↗

LPL Research weekly is built for the advisor channel; Adam Turnquist on technicals.

Vanguard economic & market outlook · monthly+annual · site ↗

Vanguard ISG outlooks shape advisor allocation guidance; author of book on tech and markets.

Fidelity Viewpoints + X · frequent · site ↗

Prolific chart-driven macro commentary; widely shared by advisors.

Global Insight · monthly · site ↗

RBC WM Global Insight monthly is a clean advisor-facing house view.

On the Markets / GIC Weekly · weekly · site ↗

Flagship wirehouse CIO voice; weekly market commentary and monthly On the Markets.

Schwab Market Perspective + X/Bluesky · weekly+ · site ↗

One of the most-followed advisor-facing strategists; very active on social with charts.

House View Weekly Global · weekly · site ↗

Global CIO; weekly House View and frequent CNBC/Bloomberg.

Market commentary / SPDR blog · weekly-biweekly · site ↗

Advisor-facing SPDR strategist; regular market and sector commentary.

Media + commentary · frequent · site ↗

VERIFY: reported in the running for Fed chair in 2026; role may change. Top bond-market voice for advisors.

Carson Investment Research blog + X · frequent · site ↗

Highly visible advisor-facing strategist; data-heavy

CIO Weekly Commentary · weekly · site ↗

Reliable weekly cadence plus weekly video.

UBS House View / CIO Daily & Weekly · daily-weekly · site ↗

Drives the Americas House View; daily and weekly notes plus frequent media.

Carson blog + Facts vs Feelings podcast · weekly · site ↗

Macro counterpart to Detrick; co-hosts Facts vs Feelings.

The Daily Spark · daily · site ↗

Now distributed widely to wealth/advisor audiences; highest-volume macro note.

Media + earnings · quarterly+ · site ↗

Leads the largest US wealth platform; fee-based advice and net-new-asset commentary.

The Big Picture + Masters in Business podcast · frequent · site ↗

Behavioral and markets commentary; widely read advisor blog and Bloomberg podcast.

A Wealth of Common Sense · frequent · site ↗

Data-driven advisor blog; long-horizon

Yardeni QuickTakes + media · frequent · site ↗

Coiner of macro frames advisors quote (e.g. Roaring 2020s); frequent media.

Media + conferences · frequent · site ↗

Active on alts democratization

The Reformed Broker / The Compound + CNBC · frequent · site ↗

Highly influential advisor-media voice; CNBC Halftime regular.

Annual Chairman's Letter + media · annual+frequent · site ↗

Sets the industry agenda on retirement

Media + conferences · frequent · site ↗

Loud on private assets entering retirement and wealth channels; market-moving soundbites.

Media + conferences · frequent · site ↗

Runs JPM AWM; frequent voice on wealth

Nerd's Eye View + Financial Advisor Success podcast · frequent · site ↗

The definitive planning-profession thought leader; practice management

Media + columns · frequent · site ↗

Bloomberg/FT columns and constant media; sets advisor macro narrative.

Media + conferences · occasional · site ↗

Leads the largest US advisor headcount; advice-model and growth commentary.

Media + Down the Middle podcast · frequent · site ↗

Leads one of the largest RIAs; markets

The Truth About Your Future + media · frequent · site ↗

Advisor-facing voice on crypto

Media + earnings · quarterly+ · site ↗

Schwab CEO (since 2025); RIA custody and retail-advice strategy voice.

Media + research notes · frequent · site ↗

Advisor-followed equity bull; frequent target-setting media appearances.

Capital Ideas · ongoing · site ↗

Advisor-facing outlooks and portfolio construction pieces.

The Behavior Gap + sketches · occasional · site ↗

Behavioral-finance voice for the planning profession; client-conversation framing.

Media + independent notes · occasional · site ↗

ALUMNI WATCH. Left Blackstone Oct 2025; macro voice relevant to allocator and advisor audiences.

Morningstar.com markets + research · ongoing · site ↗

Heavily used by advisors for markets commentary

Schwab Market Perspective + bond/global notes · weekly-monthly · site ↗

Kathy Jones (fixed income) and Jeffrey Kleintop (global) are heavily followed advisor voices.

ISG research + Vanguard 360 · ongoing · site ↗

Advisor-facing research

Institute reports · weekly · site ↗

Sector