Where is AI making the biggest difference in your practice today, and where do you want it to do more? Stay tuned for the latest updates on advisor practice management. #FinancialAdvisors# #AI# #Investing#

Bitcoin’s role in portfolios is evolving, and it could be considered a complementary diversifier. We believe a modest allocation (typically ~1–2%) could impact return potential in a portfolio while maintaining appropriate risk tolerance. Hear more from Michael Gates on how bitcoin’s unique properties may complement traditional portfolios ⏩ #FinancialAdvisors# #Cryptocurrency# #Bitcoin#

Options markets are more active than ever. Liquidity matters. According to Cboe’s Q3 2026 industry update: - 70.6 million contracts traded daily on average across the options market. - 28.3 million contracts traded daily on average in ETF options. - ETF options activity increased 1% quarter over quarter, even as overall options volume moderated from Q2 record levels. With substantial trading activity across stocks, ETFs, and indexes, options markets continue to provide an important foundation for investment strategies built around seeking differentiated outcomes. At NEOS Investments, we seek to harness options-based strategies to help investors seek monthly income across core portfolio exposures. Explore more at #Options# #MarketLiquidity# #ETFInvesting# #FinancialAdvisors# #NEOSInvestments# NEOS ETFs are Distributed by Foreside Fund Services, LLC.

We just rebalanced our Multi-Asset Income Models to reflect where we see income opportunities today. Strong earnings are creating opportunities in equities, while higher yields are improving the opportunity set in fixed income. Maintaining a constructive risk posture, we’re leaning further into growth as evidence of AI monetization strengthens, while higher yields improve the case for duration and tight credit spreads favor more diversified income sources. Explore our portfolio lineup: #income# #growth# #financialadvisors#

☀️ NEOS Investments at Future Proof Festival! What better place to talk innovation in wealth management than Huntington Beach? 🌴 Our NEOS team had a great time connecting with advisors and industry leaders at @FutureProof_HQ! Plus our very own Wes Mathews took the ETF Oasis stage for an insightful conversation with @LaraCrigger on the growing role of options-based ETFs. From pursuing monthly income to adding flexibility and diversification to portfolios, options-based strategies are becoming an increasingly important part of the conversation with today’s investors. Thank you to everyone who connected with the NEOS team! 🚀 #FutureProof# #NEOSInvestments# #ETFs# #OptionsBasedETFs# #FinancialAdvisors# #WealthManagement# #Innovation#

What is the value of incorporating tax management into your advisory practice? A tax-aware approach is an important component of total returns and may help clients pursue their financial goals that matter most. Explore the tax strategies advisors are using to help clients keep more of their portfolios working toward long-term goals. See the strategies advisors are putting into practice → #FinancialAdvisors# #Tax# #Investing#

financial advisors : " it's important to counter-balance the risk in your portfolio " me : " actually 97% of my portfolio is emerging market stocks whose performance is entirely conditional on the US and Iran moving closer to a peace deal in the next 12 hours "