A recent study found that more than half of all new articles on the internet were AI-generated. How can advisors help their own content stand out when this deluge threatens to drown them out?

It's no surprise that AI saw big gains, but some longstanding winners saw their fortune flag.

From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.

These are the stories and issues that readers gravitated to in the last year.

Unlike equity investors, who must plan around the 31-day exclusion window, cryptocurrency holders can sell and repurchase in the same session.

Artificial intelligence has been integrated in the back offices of many firms. In 2026, expect to see it make the leap to the front office.

Ameryn Seibold was tasked with manipulating the Excel data that the subprime auto lender regularly sent to its financiers.

FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.

Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.

In a move some industry observers call "dangerous and irresponsible," the administration is taking down consumer protection guardrails that have been put up by states like California and Colorado.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

For the first time in an annual compliance report, FINRA devotes a section to AI risks, including from third-party vendors and scammers.

Prediction markets like Kalshi and Polymarket, growing in popularity, allow users to essentially bet on nearly everything. If your clients have questions, here's what experts say you should tell them.

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

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.

The hidden costs of free AI tools go beyond simple feature upgrades. Non-enterprise versions of AI tools often lack advanced data protection features.

Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and data to prepare for the next outage.

Every independent RIA has unique access to one niche: the prospects in their own ZIP code. Smart advisors can turn that information into a community-based customer pool.

The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct connection between financial planning and tax, estate and insurance data.

Scary good voice cloning technology means advisors can no longer believe what — or more accurately, who — they're hearing on the phone. Rigorous verification protocols are the new key to gaining client trust.