12 Wishes for the Economy and Markets

Published on December 23, 2025

Before we turn the page on 2025, let’s take a moment to reflect on the key trends that shaped the economy and financial markets this year. Despite heightened policy uncertainty and persistent geopolitical tensions, both proved remarkably resilient.

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Tax Customization Critical for HNW and Mass Affluent: Cerulli Report

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Portfolio customization and tax management were once reserved for a financial advisor’s wealthiest clients. That era is ending. Tax efficiency and customization are fast becoming core components of wealth management beyond the top income tiers.

11 Must Reads for This Week (Dec. 23, 2025)

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The Trump administration has made introducing alternative investments to DC plans a top priority for 2026, according to Pensions & Investments. iCapital named AI, tariffs as potential blind spots for investors next year in its market outlook. These are among the investment must-reads we found this week for financial advisors.