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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.

Angel Ayala became the subject of JPMorgan's latest suit against its former private client advisors — "two days before Christmas day when most people are spending time with family," said his lawyer.

Phil McGriskin is CEO and co-founder of Vitesse, the trusted financial infrastructure connecting the global insurance ecosystem. With more than 20 years of fintech and payments experience, he leads the company's global strategy, focusing on fund transparency and control, efficient claims operations and business growth.  

McGriskin co‑founded Envoy Services in 2006 and led it through acquisition by Worldpay in 2011, later serving as Worldpay's chief product officer and head of Worldpay Futures. In 2014, he launched Vitesse, alongside Paul Townsend, to address inefficiencies in insurance payouts and liquidity management.  

Under his leadership, Vitesse has processed billions in claims, including £4 billion in the past year—and secured major backing, most recently a $93 million Series C led by KKR to fuel U.S. expansion. 
LinkedIn: https://www.linkedin.com/in/phillip-mcgriskin-521a2b1/  

A former Procter & Gamble engineer spent years honing his message and targeting ads to make a nearly 100% niche clientele.

Earn an hour of credit toward industry certifications by successfully completing and submitting the self-guided continuing education quiz.

Steve Abbott is head of public policy and government affairs at Gusto.

A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.)

Agim Emruli has over 20 years of experience in software development, architecture, and leadership, working with different technology-oriented companies in various industries, such as finance, banking, insurance, government, healthcare, and retail. He is passionate about creating and delivering innovative and scalable solutions that address complex business challenges and enhance customer experience. As the CEO of Flowable, he leads the development and growth of the open-source Intelligent Business Automation platform that combines case, process, and decision support into a single solution. He also oversees the strategic direction and operations of Mimacom, a global software development and consulting company with a focus on agile methodologies and web services.

Even as markets sometimes touched all-time highs, there was a general feeling of uncertainty among advisors and clients. Experts say that's why several tried-and-true strategies became more attractive this year.

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.