Advisors Should Bring Their A-Game in 2026

By 2026, advisors who still rely on a 60/40 portfolio and an annual review will risk finding themselves on the wrong side of client expectations. In the Wealth Management Market Outlook 2026, one theme comes through in APL President Cheryl Nash’s piece: the industry’s next phase is being shaped by three forces working together: AI, Alternatives, and Access.

What’s most compelling isn’t any single trend, but how they converge around the investor.

• AI enables deeper personalization across the investor experience.
• Alternatives can support greater diversification and return potential.
• Access to alternative assets through unified managed accounts gives more investors the opportunity to invest in markets once limited to institutions and the ultra-high-net-worth.

The result is a shift from one-size-fits-all models to advice designed around individual needs and outcomes.

Read the article.