The relationship between the US and China was turbulent in 2025. Wealth managers weigh in on how it will affect their client portfolios in the coming year.
Gold and foreign stocks have provided shelter for advisors worried about volatility and valuations this year. But where do they expect to find safety in 2026?
Financial advisors say AI tools will be on their shopping lists for the coming year. They also discuss which technologies might not make the cut.
An increasingly uncertain economy mixed with a Federal Reserve on the fence is decreasing visibility for wealth managers – yet they remain optimistic.
Wealth managers are allocating more client dollars to infrastructure investments, both public and private, thanks to the explosion of AI.
Wealth managers often have to create holistic financial plans without having all a client's assets under their management. This is how they do it.
Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios.
Financial advisors explain how they are adapting to the current 'k-shaped' economy.
The drop in Bitcoin prices over the past month has wealth managers answering client questions about their strategy for this risky asset.
The rally in aerospace and defense stocks is forcing wealth managers to decide whether they want to trim their exposures ahead of 2026.
