The Latest from FA Alpha Daily

• Wed

  Return Driven Strategy

  June 24, 2026

  The best financial advisors understand customer process

  Wed

  Think about your sales experiences as a customer.

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• Tue

  Company Specific

  June 23, 2026

  This PC manufacturer continues to thrive amid AI-driven shortages

  Tue

  The AI boom has been a boon for multiple firms across the tech industry.

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• Mon

  Monday Macro

  June 22, 2026

  There’s a downside to today’s “IPO mania”

  Mon

  A surge in public offerings is giving investors access to some of the world's most sought-after companies for the first time. While this wave of new listings has fueled excitement across the market, it is also raising questions about how a growing supply of shares could influence investor demand. In today's FA Alpha Daily, we discuss the forces behind today's IPO boom and what it could mean for investors going forward.

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• ThursdayUniform
  AccountingJun 18, 2026

  Uniform Accounting Analysis

  June 18, 2026

  Vagueness can hinder you from landing clients. Here’s why…

  ThursdayUniform
  AccountingJun 18, 2026

  Flashy, vague promises have become the default in prospect engagement.

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• WednesdayReturn Driven
  StrategyJun 17, 2026

  Return Driven Strategy

  June 17, 2026

  Nostalgia isn’t a reliable business strategy

  WednesdayReturn Driven
  StrategyJun 17, 2026

  Blockbuster’s demise remains one of the greatest cautionary tales of failing to adapt to technological change.

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• TuesdayCompany
  SpecificJun 16, 2026

  Company Specific

  June 16, 2026

  The Fed is moving towards a smaller balance sheet

  TuesdayCompany
  SpecificJun 16, 2026

  Kevin Warsh is walking into the Federal Reserve with one of the clearest mandates in years: he wants to shrink the central bank’s footprint.

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• Mon

  Monday Macro

  June 15, 2026

  SpaceX’s public debut just broke the IPO mold

  Mon

  SpaceX’s public debut was anything but typical.

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• FridayWeekly
  DigestJun 12, 2026

  Weekly Digest

  June 12, 2026

  SpaceX’s blockbuster IPO has finally arrived

  FridayWeekly
  DigestJun 12, 2026

  Happy Friday! We’re about to witness one of the biggest IPOs in recent memory. The Elon Musk-led SpaceX plans to raise $75 billion at a nearly $1.8 trillion valuation. Meanwhile, OpenAI quietly filed its IPO paperwork.

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• ThursdayPractice
  ManagementJun 11, 2026

  Practice Management Insights

  June 11, 2026

  The best financial advisors use this copywriting technique to land clients

  ThursdayPractice
  ManagementJun 11, 2026

  People often encounter all sorts of content in passing every day.

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• WednesdayReturn Driven
  StrategyJun 10, 2026

  Return Driven Strategy

  June 10, 2026

  Is your career on the right track? Here’s how you can find out…

  WednesdayReturn Driven
  StrategyJun 10, 2026

  If you want to know if you’re on the right track in your career, then you should start looking inward…

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• Tue

  FA Alpha 50

  June 9, 2026

  This outdoor lifestyle brand has capitalized on the water bottle trend

  Tue

  The value of consumer products often surpass the utility of a good and extend to the status symbol one achieves by owning a certain brand.

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• Mon

  Monday Macro

  June 8, 2026

  Corporate America is borrowing again

  Mon

  For the past few years, a missing puzzle piece has kept our market outlook mixed. We were cautious as banks tightened lending standards back in 2023. At the same time, the market kept climbing, raising valuations and sentiment.

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• FridayWeekly
  DigestJun 5, 2026

  Weekly Digest

  June 5, 2026

  2026 is shaping up to be a banner year for IPOs

  FridayWeekly
  DigestJun 5, 2026

  While the workweek is about to draw to a close, that doesn’t mean this week was uneventful. 2026 is shaping up to be a banner year for IPOs as SpaceX is set to go public. Not to be outdone, AI heavyweight Anthropic quietly submitted its IPO paperwork.

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• ThursdayPractice
  ManagementJun 4, 2026

  Practice Management Insights

  June 4, 2026

  These common mistakes can prevent you from communicating clearly

  ThursdayPractice
  ManagementJun 4, 2026

  What’s the first thing that comes to your mind when you encounter the words, “Return Driven?”

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• WednesdayReturn Driven
  StrategyJun 3, 2026

  Return Driven Strategy

  June 3, 2026

  These genuine assets can help you communicate holistically and effectively to clients

  WednesdayReturn Driven
  StrategyJun 3, 2026

  What’s the first thing that comes to your mind when you encounter the words, “Return Driven?”

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• TuesdayFA Alpha 50Jun 2, 2026

  FA Alpha 50

  June 2, 2026

  This pure-play solar firm is a beneficiary of continued solar demand

  TuesdayFA Alpha 50Jun 2, 2026

  Many investors expected renewable energy investment to slow after the rollback of key clean energy tax incentives. However, rising electricity demand continues to drive significant investment in new solar capacity across the U.S. In today's FA Alpha Daily, we explore why Enphase Energy (ENPH) may be well-positioned to capitalize on this resilient demand.

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• MondayMacroJun 1, 2026

  Monday Macro

  June 1, 2026

  This endowment is facing a cash squeeze

  MondayMacroJun 1, 2026

  The U.S. has continued—and continues—to navigate a complex geopolitical and military landscape in recent years.

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• Fri

  Portfolio Analysis

  May 29, 2026

  This manufacturer is a key defense sector player

  Fri

  The U.S. has continued—and continues—to navigate a complex geopolitical and military landscape in recent years.

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• Thu

  Uniform Accounting Analysis

  May 28, 2026

  Investors are underestimating this gaming giant

  Thu

  Take-Two Interactive Software (TTWO) is no stranger to success.

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• Wed

  Credit Outlook

  May 27, 2026

  Elevated oil prices are squeezing this toymaker

  Wed

  The fighting in Iran is about to enter its third month with no clear end in sight.

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