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.
Bank stocks provided outsized returns in 2025 and wealth managers believe M&A and Fed rate cuts will drive the sector higher again in 2026.
2025 was an eventful year in the wealth management industry. InvestmentNews checked in with advisors to highlight their most memorable moments.
A new study shows there is a lot more room for private market assets in client portfolios and wealth managers expect to make progress filling that space in 2026.
Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.
Wealth managers see more crypto assets entering model portfolios in the coming year now that Vanguard and Bank of America have approved them for clients.
Premium income ETFs saw huge inflows in 2025 and wealth managers expect that to continue in the coming year as investors seek steady cash flows and low volatility.
Financial advisors explain why they are looking for another strong performance for precious metals in the coming year.
