As 2025 came to a close, Wealth Solutions Report readers gravitated toward stories focused on what lies ahead in 2026, including rising expectations among ultra high-net worth clients and the growing role of AI in communications, marketing and dealmaking.
What The Burgeoning UHNW Clientele Wants From Advisors
Industry leaders examine how intensifying competition for UHNW clients is forcing family offices to evolve, highlighting the role of AI, private markets, and expanded advisory services in delivering the level of sophistication and integration clients now expect in 2026.
Modern Trust-Based Communication That Scales As You Grow
Marie Swift explores how firms can use AI responsibly to articulate, protect and scale their authentic brand voice, while preserving the human judgment and trust that underpin client relationships.
Private Advisor Group’s Marketing Head Explores 2026 Marketing Trends
Kelly Coulter shares her perspective on what’s next for advisor marketing, including authenticity in the age of AI, the return of select traditional tactics and why quality engagement matters more than volume.
RIA M&A In 2026: Five Forces Set To Reshape The Industry
An in-depth look at the structural shifts redefining RIA M&A, from AI-driven client acquisition and digital branding to specialized deal counsel, mergers of equals and accelerating wirehouse departures.
Prudential Advisors Onboards $550 Million All-Female Team From Raymond James
Coverage of Prudential Advisors’ recruitment of Premier Planning Partners, adding more than $550 million in client assets and reinforcing the firm’s continued advisor growth momentum in 2025.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
