Field notes from eight years building.
Quarterly research, technical benchmarks, and practical playbooks for firms that care about how their website actually performs.
Recent & ongoing research.
Sorted newest first. Open-source data sets and primary research where we can share them.
The trust stack: what financial site visitors actually look for in the first 8 seconds
We tracked 412 prospect sessions across RIA, CPA, and insurance sites. The signals that drove "request a consultation" weren't the ones most agencies design around.
Core Web Vitals across 1,000 financial services sites — Q1 2026 benchmark
71% of financial advisor sites fail at least one CWV threshold on mobile. Here's how the top decile is architected, and the three patterns the bottom decile shares.
A working compliance checklist for SEC-registered advisor websites in 2026
The 2024 Marketing Rule updates left a lot of teams improvising. Our updated checklist — built with compliance counsel — covers testimonials, performance claims, and disclosure placement.
Zero-downtime CMS migrations: the redirect map that protects SEO equity
We've migrated more than 200 financial-sector sites without losing a single page-1 ranking. The discipline is in the redirect map, the structured-data carryover, and how you handle the 24 hours after cutover.
Why "Book a Call" outperforms "Get Started" on RIA homepages — and when it doesn't
A six-month A/B test across 38 advisor sites. The clear winner reversed in two specific contexts. Both reversals tell you something about the prospect's buying motion.
Anatomy of the 2025 WordPress plugin chain — what financial firms should learn from it
A widely-installed forms plugin shipped a vulnerable update in October 2025. We watched the exploit traffic spike in real time and walked away with three operational lessons every firm should adopt.
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