Practice management

Clients are already using AI to research finances—here’s how advisors can helpMore people are asking chatbots about financial questions. In fact, 75% of investors surveyed in Betterment Advisor Solutions’ 2026 Survey, based on responses from 1,001 U.S. investors who currently work with a financial advisor, said they used AI at least occasionally for financial queries. But ...Published Sep. 10, 2026 • 5 min read

Dana KarlsonSr. Manager Copy & Content

Why the market's 'doom' signals are wrong, says Jeremy J. SiegelMarkets pushed to fresh highs over the summer, even as investors weighed sticky inflation, Fed uncertainty, and geopolitical risk. Against this backdrop, WisdomTree's Sr. Economist Professor Jeremy J. Siegel and Director of Model Portfolios Joe Tenaglia, CFA®, CMT®, joined Mindy Yu, CIMA®, ...Published Sep. 3, 2026 • 5 min read

Dana KarlsonSr. Manager Copy & Content

What better portfolio management looks like for high-growth RIAsOne platform for custody, onboarding, portfolio management, and billing—built for advisory firms that are scaling fast.Updated Sep. 1, 2026 • 7 min read