Email Us
Sign In
Email Us
Log In
Email Us

Moats vs. Inertia: Unpacking the Personal AI Agent Threat

Meta’s September launch of Muse, a personal artificial intelligence (AI) agent designed to act on a user’s behalf across digital workflows, crystallized the market’s latest disruption narrative. If AI can make consumer switching easier, which business models are truly protected by moats and which are merely monetizing friction? While we are skeptical that AI agents […]

Weekly Bottom Line

Evidence of building price pressures was everywhere this week. Headline and core CPI inflation accelerated to 3.7% and 2.6%, respectively, while NFIB, Beige Book and producer-price data also pointed to building pressures. Gas prices helped lift retail sales 0.8% in September. Under the surface though, gains were broad-based and healthy spending at bars and restaurants […]

Devon Lyon Named CEO of the Year

Celebrating Leadership: Devon Lyon Named CEO of the Year by the Cooperative Credit Union Association At ACT Advisors, we believe great leadership inspires progress—not just within an organization, but across an entire movement. That’s why we’re thrilled to celebrate Devon Lyon, CEO of Central One Federal Credit Union, who has been named CEO of the […]

How to Choose a Fee-Only Financial Planner in Asheville

How to Choose a Fee-Only Financial Planner in Asheville When it comes to securing your financial future, choosing the right financial planner can make all the difference. In a vibrant city like Asheville, with its mix of creatives, entrepreneurs, retirees, and outdoor enthusiasts, finding a financial advisor who aligns with your values and goals is […]

How to Choose a Fee-Only Financial Planner in Charleston

How to Choose a Fee-Only Financial Planner in Charleston Charleston offers a unique blend of Southern charm, coastal living, and economic opportunity. Whether you’re a young professional in tech, a growing family putting down roots, or a retiree drawn to the Lowcountry lifestyle, finding the right financial guidance is critical. That’s where a fee-only fiduciary […]

Financial Planner Asheville: Comprehensive Financial Planning Services in Asheville

Why Comprehensive Financial Planning Matters in Asheville  Nestled in the heart of the Blue Ridge Mountains, Asheville is more than a destination, it’s a lifestyle. Whether you’re a business owner, nearing retirement, or navigating major life transitions, having a trusted financial planner in Asheville can make a world of difference.  At ACT Advisors, we deliver […]

How Credit Unions Are Growing Faster by Acquiring Non-Bank Businesses

The Rise of Non-Bank Acquisitions in Credit Unions Credit unions have been making headlines for purchasing banks, but there’s a quieter, equally powerful movement happening behind the scenes. As Michael Bell shares, credit unions are increasingly acquiring ancillary businesses like insurance agencies and title companies to deepen member relationships, diversify income, and bolster strategic growth. […]