News, Comment & Analysis results for WISE
Can AI Turbocharge Behavioral Finance?
The field known as behavioral finance is not new – insights have been discussed for years. The
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and
Big Shifts In Estate, Trust Mediations
A term that comes out of the philosophy of science can apply to a change in how those who try to
Mitigation Strategies Surface As Wealth Tax Battle Heats Up
A possible wealth tax in California is a controversial topic that has lessons not just for the
Deals Of The Day: The Latest In Wealth Management M&A – BridgeWise, Context Analytics
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Philanthropy With Intent: Lessons From The Buffett Family Trust
A major development concerning the philanthropic goals of legendary investor Warren Buffett prompts
Private Markets Haven't Peaked, Plenty Of Momentum – Wealth Managers
We look at some of the predictions that wealth managers around the world are making about assets,
RIA M&A: What To Expect Next After Record-Breaking Year
Fresh data shows a notable rise in the pace of mergers and acquisitions in what is still in some
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