Power Your Advice

Episode 310 – Turning Advisor Data Into Actionable Intelligence with Erin Colledge

Erin Colledge, Executive Vice President of Platform Unification and AI Strategy at Orion, brings us a grounded view of how AI is being adopted inside advisory firms. As the industry moves past experimentation, Colledge describes a shift toward practical use cases that help advisors prepare for client conversations, understand exposure, and respond more quickly to market changes. The focus is no longer whether AI belongs in the workflow, but how it can be applied in ways that feel useful, controlled, and aligned with how advisors actually work. She explains how Orion’s Denali AI is built around connected intelligence—bringing CRM, portfolio management, planning, risk, and compliance data together in context rather than across disconnected systems. With natural-language queries, firm-controlled data access, and explainable, auditable outputs, Denali AI is designed to turn unified data into action while maintaining privacy and oversight. As AI-native platforms evolve, Colledge highlights their potential to reduce operational friction and give advisors more time for client relationships and strategic work. Resources: Orion [https://orion.com] Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases. Orion Denali AI (Beta) is an early-access version available to selected users for testing and feedback. Final features and availability may differ at launch. Source [https://poweryouradvicepodcast.blubrry.net/2026/02/05/episode-310-turning-advisor-data-into-actionable-intelligence-with-erin-colledge/]

Episode 309 – A Risk-Managed Approach to Bitcoin Exposure with Hans Williams

Hans Williams, Head of ETF Strategy at Calamos Investments, joins us to explore how advisors are approaching Bitcoin exposure in a market where volatility remains a central concern. With drawdowns of 30% or more still defining the asset’s price behavior, Williams explains why the conversation has shifted toward managing downside risk even as interest in digital assets grows. For advisors, this means balancing client curiosity with disciplined portfolio construction rather than simply reacting to headline price moves or sidelining Bitcoin altogether. Williams highlights how Calamos’ suite of protected Bitcoin ETFs aim to offer defined buffers and known outcome periods that align exposure to client risk tolerance. He discusses how these outcome-oriented structures, along with laddered versions that smooth timing risk, can help advisors thoughtfully integrate Bitcoin into portfolios with clearer expectations around upside caps and downside limits. As advisor sophistication around digital assets deepens, Williams sees these products as tools to help advisors participate in Bitcoin’s potential while maintaining consistency with clients’ long-term plans. Click here for more information about Calamos Protected Bitcoin ETFs [https://www.calamos.com/capabilities/protected-bitcoin-etfs/] Source [https://poweryouradvicepodcast.blubrry.net/2026/02/02/episode-309-a-risk-managed-approach-to-bitcoin-exposure-with-hans-williams/]

Episode 308 – Understanding Today’s Advisor Technology Landscape with Jason Quinn

Jason Quinn, CFO and COO of Advisor360º, joins us to discuss how wealth management is moving beyond traditional software toward AI-native platforms. Drawing on his experience scaling technology-driven businesses, Quinn explains how the platform is powered by Advisor360º Wealth OS, which connects data, workflows, and applications to support the full advisor experience across firms at different stages of growth. Rather than forcing firms to stitch together disconnected tools, the platform is designed to deliver a cohesive experience while still allowing advisors to integrate best-of-breed solutions. Quinn also explores how AI can enhance advisor efficiency without replacing the human relationship at the center of advice. Through Parrot AI®, Advisor360º delivers capabilities such as meeting preparation that draws from planning, performance, tax, and CRM data, along with real-time plan updates informed by advisor-client conversations. As RIAs seek to grow and modernize without disrupting their businesses, Quinn shares how AI-native platforms and connected data will shape the future of wealth management. Resources: Advisor360º [https://www.advisor360.com] Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds [https://i.fidelity.com/topfunds]. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property. Source [https://poweryouradvicepodcast.blubrry.net/2026/01/20/episode-308-understanding-todays-advisor-technology-landscape-with-jason-quinn/]

Episode 307 – How Shifting Markets Shape Investing with Bryan Sajjadi

Bryan Sajjadi, a Capital Market Strategist at Fidelity Investments, shares how Fidelity’s privately owned structure and long-term orientation influence the way investment decisions are made. He outlines how the firm’s global research platform—spanning equities, fixed income, sectors, and quantitative analysis—is designed to challenge assumptions, share perspectives, and provide a fuller picture of risk and opportunity across market cycles. Rather than relying on a single style or viewpoint, Sajjadi emphasizes the value of combining multiple disciplines to navigate changing market environments. Sajjadi also discusses how Fidelity blends fundamental research with quantitative tools and emerging technologies to support portfolio decisions and risk awareness. He points to collaboration across asset classes, access to private markets, and long-standing company relationships as inputs that inform—not dictate—investment outcomes. Looking ahead, he frames the market outlook in practical terms, highlighting the need for selectivity, diversification, and flexibility as economic conditions evolve and dispersion across assets increases. Resources: Portfolio Construction | Fidelity Institutional [https://institutional.fidelity.com/advisors/portfolio-construction] Disclosures: Not FDIC Insured. May Lose Value. No Bank Guarantee. Not NCUA or NCUSIF insured. May lose value. No credit union guarantee. Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable Information provided is general in nature. It is not intended to be, and should not be construed as, legal or tax advice. Fidelity does not provide legal or tax advice. Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information. Fidelity Investments is an independent company, unaffiliated with IRIS Media Works, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between IRIS Media Works, LLC. and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by IRIS Media Works, LLC. and does not guarantee, or assume any responsibility for, its content. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Although the funds seek to beat the index, this is not guaranteed, and these funds may trail the index. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. In general, the bond market, especially foreign markets, are volatile, and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Fixed income securities carry interest rate risk [As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.]. Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which may be magnified in emerging markets. Digital assets are speculative and highly volatile, and their market movements are very difficult to predict. Investors also face other risks, including significant and negative price swings, flash crashes, and fraud and cybersecurity risks. Digital assets may also be more susceptible to market manipulation than securities. They can become illiquid at any time and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment. Investing involves risk, including risk of loss. Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk. © Morningstar, Inc. All rights reserved. The information contained herein: [1] is proprietary to Morningstar and/or its affiliates; [2] may not be copied or distributed; [3] is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar is a registered trademark of Morningstar, Inc., and is not affiliated with Fidelity Investments. Fidelity Investments® & Pyramid Design is a registered service mark of FMR, LLC. Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company. Before investing in any exchange traded fund, have your client consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, or a summary prospectus if available, containing this information. Have your client read it carefully. FIDELITY DISTRIBUTORS COMPANY LLC, 900 SALEM STREET, SMITHFIELD, RI 02917 1240462.1.0 Source [https://poweryouradvicepodcast.blubrry.net/2025/12/19/episode-307-how-shifting-markets-shape-investing-with-bryan-sajjadi/]

Episode 306 – The Importance of Place in Longevity Planning with Ryan Frederick

Ryan Frederick, founder of Here.life [https://www.here.life], explains why “place planning” is an increasingly important—but often overlooked—factor in long-term wellbeing and financial outcomes. He argues that where people live has a profound impact on health, relationships, purpose, and spending, yet these decisions are often made reactively or reduced to housing or financial decisions. By viewing place through four lenses—environment, health, community, and finances—Frederick shows how misalignment can quietly erode quality of life, while intentional planning can create clarity, especially as people navigate longer lives and major transitions. Frederick also describes how structured place planning helps clients move past rigid “stay or move” thinking and consider multiple paths, including improving their current home, relocating, or incorporating extended travel. That broader view often surfaces hidden trade-offs and leads to more confident, durable decisions. For advisors, he notes that clients value having a framework to think through place before acting, strengthening trust and reinforcing the advisor’s role as a long-term partner in consequential life decisions. To learn more about Here.life [https://www.here.life], join the Interest List: https://go.here.life/place-planning-for-orgs-interest-list [https://go.here.life/place-planning-for-orgs-interest-list] Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds [https://i.fidelity.com/topfunds]. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property. Source [https://poweryouradvicepodcast.blubrry.net/2025/12/16/episode-306-the-importance-of-place-in-longevity-planning-with-ryan-frederick/]