--- title: Resource (6) description: Publications (6) --- [Skip to content](https://content.investmentsandwealth.org/publication/page/6#main-content) [![Investments & Wealth Institute ](https://content.investmentsandwealth.org/hubfs/content-hub/iwi_logo_w294_h46.svg "Investments & Wealth Institute ")](https://investmentsandwealth.org/) Explore - [All Content](https://4812204.hs-sites.com/content-hub) - [Video](https://4812204.hs-sites.com/content-hub?type=Video) - [eBook](https://4812204.hs-sites.com/content-hub?type=eBook) - [Case Study](https://4812204.hs-sites.com/content-hub?type=Case+Study) - [Blog](https://4812204.hs-sites.com/content-hub?type=Blog) - [Podcasts](https://4812204.hs-sites.com/content-hub?type=podcast) - [Webinars](https://4812204.hs-sites.com/content-hub?type=webinar) - [Find An Advisor](https://www.investmenthelp.org/) - [Contact](https://investmentsandwealth.org/contact-us) - [My Dashboard](https://portal.investmentsandwealth.org/s/login/?startURL=%2Fs%2Fhome-page) - Certifications - [CIMA](https://investmentsandwealth.org/certifications/cima-certification) - [CPWA](https://investmentsandwealth.org/certifications/cpwa-certification) - [RMA](https://investmentsandwealth.org/certifications/rma-certification) - [Help Me Choose](https://investmentsandwealth.org/certifications/compare-iwi-certifications) - [Online Education](https://investmentsandwealth.org/online-learning-financial-advisor-ce) - [Conferences & Events](https://investmentsandwealth.org/financial-advisor-conferences-events) - [Experience 2026](https://experience.investmentsandwealth.org) - [Membership](https://investmentsandwealth.org/membership) - [Publications & Resources](https://content.investmentsandwealth.org/) - [Partner Solutions](https://investmentsandwealth.org/partner-and-sponsor) - [About](https://investmentsandwealth.org/about/mission-purpose-value) # Publications Publications Active Filters Clear all Topics Filters 0 ## Latest Articles Sort by: Newest first Oldest first Title A-Z ### [![Legacy Solutions Rush to Adopt/Adapt](https://content.investmentsandwealth.org/hubfs/janfeb-article6.png) AI Legacy Solutions Rush to Adopt/Adapt Dave Christensen of FMG and Leo Schrantz of Vestmark discuss how legacy technology providers are integrating AI to enhance platform ... Mar 20, 2026 1 min](https://content.investmentsandwealth.org/publication/legacy-solutions-rush-to-adopt/adapt) ### [![AI and the Advisor](https://content.investmentsandwealth.org/hubfs/janfeb-article5.png) AI AI and the Advisor Rather than a threat, AI can power scalable and personalized advice. Firms that embed AI into workflows and operating models will shape the ... Mar 20, 2026 1 min](https://content.investmentsandwealth.org/publication/ai-and-the-advisor) ### [![Case Study: The Operating Model that Scales Without Headcount](https://content.investmentsandwealth.org/hubfs/janfeb-article4.png) AI Case Study: The Operating Model that Scales Without Headcount Wealth management firms are adopting digital workforces, shifting routine, nonjudgment tasks to AI-powered systems while advisors focus on ... Mar 20, 2026 1 min](https://content.investmentsandwealth.org/publication/case-study-the-operating-model-that-scales-without-headcount) ### [![The Impact of AI on the Wealth Management Industry](https://content.investmentsandwealth.org/hubfs/janfeb-article3.png) AI The Impact of AI on the Wealth Management Industry Mark Casady of Vestigo Ventures and Charles Smith of EY discuss how artificial intelligence is transforming wealth management, technology ... Mar 20, 2026 1 min](https://content.investmentsandwealth.org/publication/the-impact-of-ai-on-the-wealth-management-industry) ### [![What’s an AI Advisor to Do?](https://content.investmentsandwealth.org/hubfs/janfeb-article2.png) AI What’s an AI Advisor to Do? Industry leaders examine how artificial intelligence is reshaping client expectations for service, advice, and personalization in wealth ... Mar 20, 2026 1 min](https://content.investmentsandwealth.org/publication/whats-an-ai-advisor-to-do) ### [![Armageddon or Nirvana? Your Call.](https://content.investmentsandwealth.org/hubfs/janfeb-article1.png) AI Armageddon or Nirvana? Your Call. Financial advisors who embrace AI can enhance client value and stay competitive. Those who ignore it risk falling behind in an increasingly ... Mar 20, 2026 1 min](https://content.investmentsandwealth.org/publication/armageddon-or-nirvana) ### [![The Opportunity in Front of You](https://content.investmentsandwealth.org/hubfs/IWR-article12.png) Wealth Planning The Opportunity in Front of You Managing a greater share of existing affluent clients’ wealth is an effective way for advisors to grow assets under management and increase ... Mar 19, 2026 1 min](https://content.investmentsandwealth.org/publication/the-opportunity-in-front-of-you) ### [![Tax Benefits of Donating Restricted Stock to Charity](https://content.investmentsandwealth.org/hubfs/IWR-article11.png) Wealth Planning Tax Benefits of Donating Restricted Stock to Charity Donating restricted stock directly can help corporate leaders unlock enhanced tax benefits and direct more capital toward charitable giving. Mar 19, 2026 1 min](https://content.investmentsandwealth.org/publication/tax-benefits-of-donating-restricted-stock-to-charity) ### [![Nonprofits and the OBBBA](https://content.investmentsandwealth.org/hubfs/IWR-article10.png) Wealth Planning Nonprofits and the OBBBA Understanding the shifts enacted by the OBBBA is critical to guiding clients through a complex landscape. Mar 19, 2026 1 min](https://content.investmentsandwealth.org/publication/nonprofits-and-the-obbba) ### [![Maximizing Tax-Free Gains for High-Net-Worth Families](https://content.investmentsandwealth.org/hubfs/IWR-article9.png) Wealth Planning Maximizing Tax-Free Gains for High-Net-Worth Families The OBBBA provides founders, investors, and estate planners with opportunities to exclude substantial capital gains from federal taxation. Mar 19, 2026 1 min](https://content.investmentsandwealth.org/publication/maximizing-tax-free-gains-for-high-net-worth-families) No articles found Try adjusting your search or filters [1](https://content.investmentsandwealth.org/publication/page/1) ... [4](https://content.investmentsandwealth.org/publication/page/4) [5](https://content.investmentsandwealth.org/publication/page/5) 6 [7](https://content.investmentsandwealth.org/publication/page/7) [8](https://content.investmentsandwealth.org/publication/page/8) ... 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