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.

“Culture and strategy aren’t separate for us; they’re the same thing,” Prospera president Tarah Williams said.

Advisors are using more ETFs at the expense of single stock trading.

Advisors are expecting a big year for charitable giving after the stock market's phenomenal rise this year.

As wealth managers wrap up 2025, tax changes and the AI-led bull market are forcing advisors to tinker with their year-end client activities.