Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another look in the coming months.
Given the emergence of 'long horizon AI' and the learning curve facing advisors, David Bailin, founder of independent wealth manager CIO Group, offers his outlook for the new technology.
A new study shows that wealth managers are growing increasingly worried about the economy and equity market.
After a dismal year for venture capital investing in 2025, wealth managers decide whether to step up their allocations in 2026.
Bitcoin finished 2025 slightly lower after a turbulent ride, but wealth managers see it bouncing back in the coming months. Here's why.
After Fed Chair Jerome Powell goes on the offensive, wealth managers weigh up potential consequences of Department of Justice investigation.
The Supreme Court failed to issue a decision on President Trump's tariffs today, but wealth managers are viewing any ruling as "short-term noise" anyway.
Wealth managers are adjusting portfolios early in 2026 to contain concentration risk stemming from the Magnificent 7.
U.S. military action in Venezuela may have been shocking, but has it caused financial advisors to make any outsized portfolio changes?
Healthcare stocks picked up steam starting in mid-2025 after a slow start. Financial advisors believe low rates and M&A will keep the sector moving higher in 2026.
