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Preparation is everything: If clients are aware of the transition well in advance, experts say the risk is pretty low they'll leave the firm.

Rachael A. Wagner is a partner at Atairos, a New York-based investment firm. She is a director on the boards of several companies.

Funds that primarily hold select cryptocurrencies, including bitcoin, ether, XRP and solana will be allowed.

Artificial intelligence isn't an algorithmic takeover but an essential wealth management tool.

Chief solutions officer at global learning and engagement platform company Kahoot!

UBS chief data and analytics officer Joe Cordeira says AI won't replace advisors. But it can help them by providing little nudges to do everything from rebalancing a portfolio to wishing a client happy birthday.

A tweak to the deductibility of gambling losses may not bring in a lot of tax revenue, but it could certainly alter a lot of wagers next year.

Ronak Amin is vice president of customer success at Aidentified, where he helps wealth management, hospitality and nonprofit organizations translate AI-driven relationship intelligence into growth.

Innovator Capital Management, which Goldman will acquire next year, was a pioneer with ETFs that hedge risk by offsetting investors' exposure to equity losses by also capping their ability to realize gains.

After the newly crypto-friendly Donald Trump won reelection, bitcoin jumped over $100,000. Many advisors and even more clients remain skeptical, though.