Matt Berger, Vice President of Client Investment Strategies at Lincoln Financial, discusses how Lincoln’s Market Intel Exchange helps financial professionals bring clearer market perspective into client conversations. The Market Intel Exchange (MIE) is Lincoln’s monthly, client-friendly market resource, featuring charts and insights designed to help advisors explain timely market events, economic trends, and planning topics in plain English.

Matt explores how advisors can use the MIE when clients feel uncertain about the economy, markets, or their next move. From the urge to wait until conditions feel better to the hesitation around investing near market highs, he shares how data and perspective can help advisors reframe those instincts and keep clients focused on their long-term plans. He also explains why useful content should be both timely and evergreen, helping advisors frame conversations around long-term investing, retirement income, longevity, and client behavior while creating opportunities for outreach, prospecting, newsletters, and social media.

For more information or to subscribe to Lincoln’s Market Intel Exchange, visit LFG.com/MarketInsights

Sources:

• Consumer Sentiment (UMCSENT): 44.8 as of May 2026, record low in continuous series since 1978. Source: Federal Reserve Bank of St Louis/University of Michigan.
• Sentiment troughs vs. peaks based on analysis by Lincoln Financial, January 1978 – May 2026; peaks and troughs separated by ≥15-point reversal.
• Returns from all-time highs since 1990: Source: Morningstar, analysis by Lincoln Financial, January 1990 – May 2026.
• Rolling 15-year holding periods of S&P 500 price returns positive 100% of the time. Source: Morningstar/analysis by Lincoln Financial
• Healthy 65-year-old couple: 74% probability at least one spouse lives to 90. Source: American Academy of Actuaries / longevityillustrator.org.

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Bassam Chaptini, co-founder and co-CEO of Avantos, discusses the long-running friction around client onboarding, servicing, and relationship management in wealth management. He explains why the problem is less about a lack of tools and more about fragmented systems, disconnected data models, and workflows that force advisors to assemble client context across too many places.

Avantos was built around a different approach: an AI-native client management operating system powered by a knowledge graph that connects client data, advisor context, product information, and the work to be done. Bassam explores how that unified layer can support enterprise-grade AI, human-in-the-loop automation, and cross-product service across wealth, insurance, banking, and other areas of financial services, giving advisors more room to focus on the client relationship instead of the operational drag behind it.

Resources: Avantos

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Andrew Rosenberger, Head of Custom Indexing at Orion, describes how Tailored Allocation Portfolios are designed to bring more personalization into model-based portfolio management without adding unnecessary complexity for advisors. The idea builds on Orion’s custom indexing work, but applies that same optimization mindset to third-party strategist models, tax-sensitive transitions, and portfolios that need more than a one-size-fits-all implementation.

For advisors, the value is not just customization for its own sake. Rosenberger explains how Tailored Allocation Portfolios can help bring concentrated positions, legacy holdings, capital gains budgets, and tax-loss harvesting into a more coordinated plan. He also looks ahead to Orion’s work on unified managed household technology, where the same optimization framework could eventually help advisors manage decisions across taxable accounts, IRAs, Roth IRAs, and the full client household.

Resources: Orion

Tailored Allocation Portfolios are offered by Orion Portfolio Solutions, LLC, a registered investment advisor. The unaffiliated Strategists whose mutual funds or ETFs are utilized within the Tailored Allocation Portfolios pay us a fee in exchange for inclusion in the Tailored Allocation Portfolios program.

The advisory fee that the advisor determines and the platform fee in addition to other fees that may be assessed by the custodian will still apply.​​​

Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.

Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

This information is general in nature and is not intended as tax advice. You should consult a tax professional as to how this applies to an individual tax situation. Nothing contained herein is intended to constitute accounting, legal, tax, security or investment advice, nor an opinion regarding the appropriateness of any investment, or solicitation of any type.

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Karl Roessner, CEO of Vestmark, makes the case that AI’s real promise in wealth management is not just faster workflows, but more time for the work advisors are actually built to do. From meeting prep and proposal generation to portfolio monitoring and client service, he sees agentic AI pushing firms toward a model where advisors can act more quickly, personalize more effectively, and spend less of the day buried in operational tasks.

But Roessner is clear that speed cannot come at the expense of trust. As custom models, tax-aware UMAs, alternatives, and new wealthtech tools reshape the advisor experience, he argues that the winning platforms will be the ones that simplify—not crowd—the advisor’s screen. For firms trying to keep up with the next wave of wealthtech, the challenge is choosing technology that can evolve quickly while still feeling stable, scalable, and built around client outcomes.

Resources: Vestmark

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Brian Howell, Director of Charitable Consulting at DAFgiving360, unpacks how donor-advised funds can move charitable giving from a year-end tax decision to a more deliberate part of long-term wealth planning. He walks through the core advantages of DAFs, from contributing appreciated and complex assets to investing for tax-free growth and building succession plans that can simplify charitable legacy decisions over time.

He also shares new DAFgiving360 research showing that DAF users tend to be more engaged, more recurring in their giving, and more connected to the causes they support. Howell makes the case that this creates a meaningful opening for advisors, not just in tax planning, but in helping clients tie philanthropy more closely to family legacy, major liquidity events, and broader financial strategy.

If you’d like to learn more about working with DAFgiving360 and the benefits to both you and your clients, review their online resources or request more information.

DAFgiving360 is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.

Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.

A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation.

Contributions of certain real estate, private equity, or other illiquid assets may be accepted via a charitable intermediary, with proceeds transferred to a donor-advised fund (DAF) account upon liquidation. Call DAFgiving360 for more information at 800-746-6216.

Market fluctuations may cause the value of investment fund shares held in a donor-advised fund (DAF) account to be worth more or less than the value of the original contribution to the funds.

DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

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Matt Kaufman, Global Head of ETFs at Calamos, breaks down the firm’s new Calamos Autocallable Growth ETF, CAGE, and the role it could play for investors looking to compound assets over time rather than generate current income. He frames the strategy as an extension of the firm’s autocallable lineup, using a laddered index of growth notes with annual observations and a “memory” feature that stores missed coupons for later, giving investors another way to pursue compounded growth over time.

Kaufman also walks through the mechanics advisors need to understand, including the fund’s 50% maturity barrier, weekly laddering, and the “pull to par” effect he says can help distinguish the strategy from a traditional equity allocation. While he notes that the ETF’s NAV can be volatile, he positions CAGE as a buy-and-hold vehicle for clients with at least a five-year horizon and contrasts it with leveraged ETFs that are built for a very different use case.

Resources: For more information about CAGE visit: www.calamos.com/CAGE.

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Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com, sees a growing opportunity for advisors to play a more central role in their clients’ financial lives. As expectations rise for more coordinated guidance, he points to estate and tax planning as areas that are becoming more connected to the broader advice relationship rather than sitting off to the side as separate conversations.

A big part of that shift comes down to execution. For that broader advice model to work, firms need better ways to handle the technical work behind the scenes, so advisors can deliver a more complete experience without piling more manual burden onto the team. That means connecting estate and tax planning more closely, cutting down on disconnected workflows, and making it easier to move from analysis to client-ready advice.

Resources: Wealth.com

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