What Is the Future of AI in Wealth Management Marketing?
Artificial intelligence (AI) tools present advisors and wealth managers with opportunities to streamline business operations, including marketing. From content creation to automation to data analytics, AI has the potential to transform how you promote your business and attract new clients. Several notable trends are shaping the future of AI in wealth management marketing as this… read more…
How Financial Advisors Track Their Clients’ Alternative Investments
Alternative investments are going mainstream as more advisors integrate them into client portfolios. Nine in 10 advisors now allocate to alternatives and nearly half dedicate more than 10% of client portfolios to these types of assets, according to the fourth annual CAIS Mercer survey. If you’re considering this approach or you’ve already introduced your clients… read more…
America’s Best Value Small Colleges and Universities — 2026 Study
As the Class of 2026 prepares to begin the next chapter of its educational journey, many graduating seniors will opt for a small college experience. Some students are drawn to small colleges and universities for the personalized attention and sense of community they can offer compared to larger schools. Although attending such institutions could come… read more…
4 Ways to Leave Money to Your Grandchildren
Leaving a financial legacy for your grandchildren is about more than just passing down money, it’s also about creating opportunities that can shape their future. Whether you want to help pay for education, support major life milestones or build long-term wealth, there are several ways to do so. Knowing your options can help you choose… read more…
Editor's Picks
CFA vs. CFP®: Which Do You Need?
Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…
6 Tips for Choosing a Wealth Management Firm
Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work closely together with their clients to identify financial goals and… read more…
What Is a Fee-Only Financial Planner?
If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. A fee-only structure… read more…
Why First Homes Could Be Investment Properties
If you’re young and looking to purchase a new home to live in, you may want to consider turning it into an investment property. While most people wait until after they’ve bought their first or second home to begin investing in… read more…
Data Articles and Studies
America’s Best Value Small Colleges and Universities — 2026 Study
As the Class of 2026 prepares to begin the next chapter of its educational journey, many graduating seniors will opt for a small college experience. Some students are drawn to small colleges and universities for the personalized attention and sense of community they can offer compared to larger schools. Although attending such institutions could come… read more…
When it Pays to Work in Texas — and When It Doesn’t
Whether it’s football, barbecue, or swagger, bigger is part of the Texas brand. But what about salaries? After accounting for regional price variations, state-to-state pay differences often narrow, but they do not disappear. Sometimes, earning a bigger paycheck may be as simple as crossing state lines. SmartAsset evaluated more than 700 occupations to identify the… read more…
America’s Friendliest States — 2026 Study
The ways in which Americans connect vary widely by state. A range of factors contribute to a place’s overall character, but the time residents spend socializing, volunteering and helping people outside their own homes can shape how friendly it feels. SmartAsset analyzed the 50 states by the number of minutes per day residents spend on… read more…
AI Attitudes, Adoption, and Benefits by State – 2026 Study
AI continues to accelerate its presence in politics, the economy, and personal lives, transforming everything from autonomous vehicles to medical discoveries to military operations and a myriad of other workflows and personal use cases. In turn, investors eagerly listen in to company earnings’ calls to understand the implications of this developing suite of technologies in… read more…
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