Sowell Management

What if markets are pricing the reopening of Hormuz, but not the deeper Middle East risks behind it? Ben Ashby explains why Middle East instability may have longer-lasting energy and portfolio implications than the consensus expects. hubs.la/Q049HpXH0 #MarketCommentary #EnergyMarkets #Investing

For a long time, 2.0x–2.5x recurring revenue was a familiar shortcut. Today, buyers want to know how well the business holds up without the founder at the center. Register here: sowellmanagement.com/spring-masterc…

What is your recurring revenue actually worth? The old shorthand on advisory firm value is not the whole story anymore. Today’s buyers look at profitability, demographics, key person risk, and transferability. 👉 hubs.la/Q047CtxB0 #WealthManagement

Industry research shows nearly 40% of advisors (Cerulli) still don’t have a formal succession plan in place. If you factor in whether the plan is legally executable in a court of law, that percentage grows. It’s more common than most people think.

37% of financial advisors are expected to retire in the next decade, according to Cerulli. You wouldn’t let a client retire without a plan. Why run your largest asset without one? 👉 hubs.la/Q047BPPt0 #SuccessionPlanning #FinancialAdvisors

Most advisors don’t have a written succession plan — and it shows up in valuation. We’ll break down what actually drives enterprise value in this session. Register here: sowellmanagement.com/spring-masterc…

You help clients prepare for what’s next. But what’s the plan for your firm? If something happened tomorrow, could your family protect the value of your firm? Join our Masterclass on succession planning. 👇 hubs.la/Q047zdcM0 #FinancialAdvisors #SuccessionPlanning #RIA

Efficiency matters. But what firms do with the capacity it creates matters even more. Daryl Seaton joined Nimesh Patel of @altruist, Danilo Kawasaki of Gerber Kawasaki, and Landon Jones of Revisor for a strong panel conversation on turning efficiency into scale. #BuildToGrow

The beach was a nice touch. At #FutureProofCitywide, the better conversation was how AI is becoming a practical tool in wealth management. Glad Gary Taylor was there representing @Sowell_Mgmt & connecting w/ @FutureProof_HQ, @AltruistCorp, @Wealthbox, @trystratifi & @SmartRIA_

What if AI becomes a major deflationary force? Gregory Lai explores how AI could lower costs, boost productivity, and reshape competition across the economy. Read more: hubs.la/Q046W8JQ0 #AI #Productivity #Markets

Is the AI boom changing the semiconductor memory cycle? Demand for memory is surging as AI infrastructure grows. Companies like @MicronTech sit at the center of that shift. Read our latest Perspectives: hubs.la/Q0461lwS0 #AIInfrastructure #Semiconductors #Investing

AI shouldn’t replace financial advisors. It should make them better. Our partnership with @AltruistCorp helps advisors leverage AI tools that streamline workflows and give them more time with clients. From @AIMMediaHouse: hubs.la/Q045L6h20 #AI #Fintech #Advisor

AI should simplify the advisor’s world. Our enterprise partnership with @altruist brings embedded AI workflow tools to @Sowell_Mgmt's advisors. Less admin. More impact. Coverage in @InvestmentNews: 🔗 hubs.la/Q045jyq40 #Fintech #AI #AdvisorSupport #PoweredByUs

Record inflows. Discounted Europe. Valuations look attractive — but structural realities matter. Ben Ashby breaks down the allocation case in Europe: A User’s Guide: hubs.la/Q045bH-d0 #Markets #Investing #Europe #AssetAllocation #PoweredByUs

⏪ February Rewind Jason Hsu reframed the U.S. trade deficit at our Lunch & Learn — driven by outsourcing & the dollar's global role, not simply “unfair trade.” Also in Feb: 🎥 filming succession planning content with the Vines/Brookshire team and Bill Sowell. Stay tuned.

Baby Acra, we’re ready when you are. 🍼💛 Last week, we celebrated Eric & Melissa Acra with a Sowell baby shower and now we’re waiting for the big arrival. Due Feb 20… but this little one is already running the show. #SowellSuccess #PoweredByUs #BabyOnTheWay

Markets now see 3+ Fed rate cuts in 2026. Strong jobs data and sticky inflation may complicate that outlook. Phil Wool, PhD breaks it down: hubs.la/Q044bQ0n0 #Fed #InterestRates #Markets #Macro

When experience meets platform, results follow. Thanks to @wealth_report for highlighting Vincent Gimarelli’s appointment as @Sowell_Mgmt Chief Development Officer. 30+ years serving advisors. Focused on strengthening what supports them. 🔗 hubs.la/Q043Ffjp0 #Leadership

Halfway through Q1 2026. This year marks 25 years of serving advisors. 2026 theme: NEXT25 — Powered By Us Think bigger. Move with momentum. Power the next 25. #poweredbyus #NEXT25 #AdvisorFirst #Leadership

More leadership news: Sowell names Vincent Gimarelli as our first Chief Development Officer. 30+ years in the advisor space. Deep relationships. Strategic growth focus. Excited for what’s ahead. Read more: hubs.la/Q043lFww0 #RIA #Leadership #Growth #AdvisorFirst