10 Wealth Management Trends and Projections for 2026 and Beyond
By Michael S. FischerWhile growth is broad-based, profit is less so as advisors grapple with wealth transfers and AI, Oliver Wyman finds.
September 16, 2026
Your Clients Aren't Under-Saving. They're Under-Spending.The bigger risk in most retirement plans is money that never gets used.
September 16, 2026
SEC Approves FINRA's Outside Business Activity PlanThe approval hands a "big win" to dually registered advisors, says lawyer Brian Rubin.
September 16, 2026
Fed Raises Interest Rates by 0.25% Amid Persistent InflationThe Fed's rate-setting committee acted unanimously.
September 16, 2026
Ex-Edwards Jones Advisor Gets 7-Year Sentence in $10M Fraud Against Elderly ClientThe prison time for Ejiroghene Okuma should send a message to fiduciaries, a prosecutor said.
September 16, 2026
With Claude for Financial Advisors, Anthropic Reflects AI's Potential in WealthPeter Nolan, head of asset and wealth management, discusses the suite development and related technology collaborations.
September 16, 2026
65% of U.S. Life Policyholders Think Agents Face a Best-Interest StandardMost told a survey team that their agents had explained the policy benefits and costs at least somewhat well.
September 16, 2026
Ed Yardeni Cuts S&P 500 Forecast for 2026The economist and researcher cites bond yield concerns while staying bullish for the long term.