News, Comment & Analysis results for WISE
AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
The wealth management sector continues to build and think about use cases for AI, and ponder how
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal
Challenges Of Wealth For Jewish Families – A View From Charles Lowenhaupt
Family Wealth Report publishes this heartfelt opinion from one of the most respected and
How Morningstar Analysts Are Investing For 2026
A recent Morningstar webinar on the state of the economy conveyed a generally optimistic message,
Addepar Makes Senior Hires
Addepar, a New York-headquartered global technology and data platform for investment professionals,
Bitcoin Here To Stay Amid Stressed Fiat Currency System – Conference
A recent SALT conference in London debated the world of cryptocurrencies, digital assets,
Wealth Transfer And Tough Family Conversations – The View From Advisors
This publication takes views from four different firms about how to frame conversations with
Integrated Wealth Management – A New UHNW Institute White Paper
The UHNW Institute has issued a new white paper that looks at what integrated wealth management
Use New QSBS Rules To Jump Start Succession Conversations
Legislative changes to the US Qualified Small Business Stock rules haven't necessarily gotten much
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Shilanski, Kendall, Perigon, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.