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The exponential advancement of AI technology is revolutionizing how wealth and asset management firms run their businesses and serve their clients. By transforming their strategies, business models, and operations through AI-enabled digital solutions, wealth and asset management firms are boosting productivity and savings, minimizing fraud and risks, creating frictionless employee and customer experiences, and driving new levels of profitability and growth.

The wealth and asset management industry is at a turning point, where AI is reshaping every part of it—from investment decisions to client engagement and compliance. While firm leaders and executives say AI is critical to their organization’s future, the research findings from this AI-Powered Investment Firm report and playbook reveal many are struggling to translate that ambition into successful AI transformation.

The economic outlook for 2026 is cautiously optimistic, with growth expected to broaden—and potentially accelerate—despite persistent inflation. Key drivers include fiscal and monetary stimuli, consumer spending fueled by the One Big Beautiful Act (OBBBA), and continued investments in artificial-intelligence-related capital.

The accelerating adoption of AI and agentic technologies is not merely a technological shift—it is a fundamental transformation of the workplace itself. As digital teammates evolve from simple automation tools to independent collaborators capable of fulfilling complex goals, visionary leadership has become imperative.

Asset allocation is integral to the success of any investment portfolio, and it is among the most important decisions an investor will make. In this discussion, NEPC Asset Allocation Team pulls back the curtain to offer behind-the-scenes glimpse of the issues and themes at the forefront of their investment meetings.

The world’s water problems are not new, but they are becoming more urgent with every passing year—exacerbated by population growth and climate change. As global water scarcity intensifies along with other related challenges, the need for innovative solutions will only continue to grow.

A growing number of states, including Florida and Texas, have enacted laws limiting the rights of persons associated with countries of concern in areas such as purchase and ownership of real property, travel, data handling and storage, and donations. Focusing on a key case, alongside other case law bearing on limitations on persons from foreign countries of concern, there’s a clear need for affected businesses and investors to stay vigilant regarding compliance with both state and federal regulations.