4 Wealth Planning Trends Gaining Momentum In 2026

AI Briefing

• – Wealth planning is shifting towards holistic approaches, incorporating tax efficiency and environmental, social, and governance (ESG) factors.
• – Sustainable investing is on the rise, with more consumers prioritizing impact investing and socially responsible investing.
• – The use of technology, such as robo-advisors and artificial intelligence, is becoming increasingly prevalent in wealth planning and portfolio management.