Client-ready research you approve.

For independent wealth managers. When markets move, we turn our research into commentary your firm can review, edit and send to clients under its own name, within 48 hours of the event.

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Written by college students. Our editor-in-chief signs off on every note.

The call after the headline

A Fed decision, a currency slide or a market drop hits the news, and clients call asking one question: what does this mean for me?

Clients expect market updates, quarterly letters and a clear answer on the phone. Most small firms have no one whose job is to write them, so the advisor writes them late at night, or doesn't.

We write the first draft, so you can spend the time with your clients.

What you get

Advisor flash note
The 30-second version, the questions clients will ask with an answer to each, and what it means for portfolios. Our full analysis sits at the back.
Client-ready update
One page in plain English, written to be sent to clients under your firm's name.
Talking points
A half-page brief before client calls when markets move: the three questions clients will ask and a clear answer to each.
Quarterly letter draft
The market review you send every quarter, drafted and ready for your edits.

How it works

  1. 1 · The event Markets move A central-bank decision, a currency move or a trade shock. We track the dates in advance, so most notes start before the news.
  2. 2 · Within 48 hours We send the advisor edition Researched, sourced and signed off by our editor-in-chief, with a client-ready paragraph inside.
  3. 3 · Your call You review, edit and send Your firm runs it through its own compliance review and sends it under its own name. Nothing reaches your clients without your approval.

See exactly what you'd send

This is the client-ready paragraph from our first advisor edition, on the weak yen, published October 21, 2026.

Read the full advisor edition →

You may have seen headlines about the Japanese yen, which is trading near its weakest level against the dollar in decades. The main reason is simple: interest rates in the US remain much higher than in Japan, which pulls money toward the dollar. For investors, this mostly affects how international holdings translate back into dollars. It can make Japanese stock returns look lower for US investors than the headlines suggest, even when the underlying companies are doing well. Many large Japanese companies actually benefit from a weak yen because they sell their products around the world. We don't see this as a reason to change a long-term, diversified plan, but we're watching it closely and are happy to talk through how it affects your portfolio.

What we do, and what we don't

We do

  • Write general, educational commentary on global markets
  • Source every number and show it
  • Have our editor-in-chief sign off on every note
  • Say what would prove our view wrong

We don't

  • Recommend securities for your clients
  • Tailor advice to any client or account
  • Ask for or see client data
  • Contact your clients. Your firm decides what goes out.

Request a free sample

We'll email you our latest advisor edition so you can judge it on your own clients' questions.