June 2026

Email campaigns, social media, webinars, and paid advertising allowed businesses to scale quickly without requiring much personal interaction.But that environment is changing.

Nasdaq changed three index rules in May 2026. They weren't front-page news. But if your clients hold passive Nasdaq-linked funds — inside a 401(k) or anywhere else — the mechanics of those changes are already pointed at their portfolios.

Many AI models generate fluent answers by predicting patterns in language rather than verifying factual accuracy. That becomes dangerous in finance, where advisors rely on precise numbers, documented assumptions, and defensible recommendations.

Modern AI tools often produce answers that sound professional and convincing even when the underlying information is incorrect. In finance, that creates serious risk. A fabricated source, inaccurate projection, or unsupported recommendation can quickly become a compliance problem.