This week’s NAAIM Exposure Index is 89.92. To review the full time series, methodology, and downloadable data since inception, visit the NAAIM Exposure Index page at naaim.org/programs/naaim… #NAAIM #ExposureIndex #ActiveManagement #MarketInsights

Uncommon Knowledge National Conference — practical sessions on portfolio design, strategy, risk frameworks, tech and practice growth. Engage peers and learn actionable ideas to strengthen your advisory firm. Details & registration: naaim.org/events/uncommo… #NAAIM

NAAIM Confidential - Leo Schmidt on AI, retail competition, and where real edge comes from: “AI is evolutionary, not revolutionary.” Watch Leo explain why convenience remains hard to beat, and why betting on a single AI winner is risky. #NAAIM #AI #Investing

Advisors: strengthen process, grow network, elevate your edge—join NAAIM. Benefits: national network, CE & events, member resources (Exposure Index), collaboration on best practices, visibility through speaking & awards. Learn more: naaim.org/join-naaim/ #NAAIM #AdvisorGrowth

This week’s NAAIM Exposure Index is 98.57. This reading reflects that, on average, participating investment managers are positioned close to fully invested in US equities, offering a timely snapshot of current risk appetite and equity exposure across professionally managed

Matt Spangler on NAAIM Confidential: the bond market is huge — full of tactical niches (incl. emerging market bonds) that can deliver strong risk‑adjusted returns and smoother drawdowns. Great options for conservative or retired clients. Watch: youtube.com/@naaimofficial #NAAIM

Dec 10, 4:15pm ET — Webinar: AI for Active Managers with Dan Ushman (TrendSpider). Demos: Sidekick AI, AI Strategy Lab & natural‑language condition entry. Register: members.naaim.org/ap/Events/Regi… #AI #NAAIM

Markets demand more than stocks & bonds. Advisors diversify across strategies, timeframes & approaches—pairing data-driven methods with disciplined decision-making to build resilient portfolios and manage risk across cycles. Learn more: naaim.org #NAAIM

TOMORROW Dec 11, 4:15–5:15 PM ET — Join the free NAAIM FP Mastermind: a virtual roundtable for planners & managers to share ideas, solve problems & grow. Open to all. RSVP: members.naaim.org/events/Details… #NAAIM #FinancialPlanning

NAAIM Confidential: Our Guest Shailesh Gupta. Structural alpha = “active‑like” alpha inside a rules‑based, very‑passive wrapper (e.g., covered‑call strategies). For passive ETF investors seeking tactical exposure, consider actively‑managed, systematic approaches that preserve

This week’s NAAIM Exposure Index reading is 97.13. The Index reflects the average equity exposure among NAAIM member firms and provides a transparent view into how professional managers are positioning risk and reward in current market conditions. 🔗 naaim.org/programs/naaim…

Every year, the Uncommon Knowledge Conference brings together top advisors, fund managers, and thought leaders for an in-depth exploration of the forces shaping the future of investment management. This year, attendees can expect a dynamic mix of market-driven strategies,

The NAAIM Exposure Index registered 100.70 this week, reflecting elevated equity exposure among professional investment managers and providing timely context on current portfolio positioning. 🔗 naaim.org/programs/naaim… #NAAIM #ExposureIndex #InvestmentManagement

Connect with top investment advisors through NAAIM sponsorship — get year‑round visibility, member access, exhibit & branding at events. Tiers from Innovation to Platinum include conference participation, breakout sessions, guest passes & promo support. Learn more:

As the year comes to a close, NAAIM extends a heartfelt appreciation to the advisors, managers, partners, and industry professionals who make our community strong. We wish you a season filled with peace, connection, and well-deserved rest. Thank you for being part of a network

Webinar: Ride The Wave — Why This Bull Market Is Far From Over Wed, Jan 7, 2026 | 4:15–5:15 PM ET Speaker: Ryan Detrick, Carson Group members.naaim.org/events/Details… #NAAIM #MarketOutlook #InvestmentWebinar #CFP #FinancialAdvisors

Happy New Year from all of us at NAAIM! Wishing our members, partners, and the entire active-management community a prosperous 2026, filled with fresh ideas, disciplined strategies, and strong professional connections. We look forward to learning, growing, and succeeding

NAAIM Exposure Index (week ending Jan 1, 2026): 92.93 (Q4 avg 92.26). The Index shows average US equity exposure reported by our members — a real‑time view of manager positioning, not a market prediction. Full data & download: naaim.org/programs/naaim… #NAAIM

Join us THIS Wednesday for our Webinar: Ride the Wave — Why This Bull Market Isn’t Over. Wed, Jan 7, 2026 | 4:15–5:15 PM ET Presenter: Ryan Detrick, Carson Group Save your spot: members.naaim.org/events/Details…

Join NAAIM and access member-only perks, including early‑bird pricing for Uncommon Knowledge 2026 (Apr 27–29, The Westin Tampa Waterside). Membership connects you with a national community of active managers and gives your firm practical tools to grow. Join today