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
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
How AI is disrupting software stocks in 2026AI coding tools are driving a wedge between broad tech and software-only funds. Here's what the divergence means for client portfolios. Software has a problem. It’s called AI.Updated May 20, 2026 • 4 min read
