As we kick off 2026, here are the five stories that resonated most with our readers in January. Covering CIO leadership, evolving investment strategies and the growing impact of AI, these pieces sparked strong engagement across the industry.
WSR Honors The CIO 5: Top Wealth Management CIOs
WSR’s third annual CIO 5 recognition highlights senior investment leaders who are navigating increasing market complexity while remaining focused on client outcomes. The honorees are shaping modern investment platforms, integrating new technologies and collaborating across disciplines to meet evolving client demands.
CIOs Explain Pros, Cons And Uses Of Private Markets Investments
Winners from last year’s CIO 5 share their perspectives on the expanding role of private markets in client portfolios, including the opportunities, risks, liquidity considerations and due-diligence standards advisors must consider.
Rethinking Modern Asset Allocation: A Framework For Structured Notes
This Halo infographic outlines how structured notes can be used as a portfolio enhancement tool to improve predictability, manage downside risk and potentially increase risk-adjusted returns without relying on complex or illiquid alternatives.
2026: The Year Of Serious AI Adoption
Wealthtech leaders discuss why 2026 represents an inflection point for AI, shifting from experimentation to execution, and what agentic AI, automation and trust frameworks mean for advisors, firms and clients.
Guide To Industry Conferences: Wealthtech
WSR’s 2026 guide to leading wealthtech conferences breaks down the industry’s most influential events, highlighting themes, speakers, AI-focused programming and what attendees can expect throughout the year.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
