The Future of Wealth Management Is Being Decided Now

In a featured Barron's Advisor Big Q article, leading voices across the advisory industry weigh in on what will define success in 2026 and beyond.

The message is clear:
The era of asset-only advice is ending.
The firms that will lead are those built around planning, trust, and relevance.

A Defining Industry Shift: From Asset Manager to Trusted Advisor

Among the featured experts, Andy Schwartz, our CEO, outlines what he sees as the most consequential divide forming in wealth management:

“The biggest shift in the advisory industry will be the widening gap between firms that are truly planning-led and those still anchored primarily in portfolio construction. If you want to grow, you have to be the trusted advisor.”

Today’s clients aren’t just delegating investments.
They’re outsourcing complexity.

They want one relationship that connects portfolio strategy with taxes, estate planning, cash flow decisions, and real-life questions—answered clearly, promptly, and confidently.

Featured Alongside the Industry’s Leading Thinkers

The Barron’s roundtable brings together respected voices shaping the future of advice, including leaders from technology, investment management, and firm leadership such as Joel Bruckenstein, JP Powers, Justin Barish, and Les Carter.

Across different perspectives, a shared conclusion emerges:
Clients reward firms that make themselves indispensable.

Why This Matters for Investors

Markets change. Technology evolves. Products commoditize.

What doesn’t change is the value of trusted judgment.

Planning-led advice creates:

• Clarity instead of fragmentation
• Confidence instead of complexity
• A long-term partnership instead of a transactional relationship

That’s why planning isn’t an add-on at OnePoint.
It’s the foundation of everything we do.

👉 Read the Full Barron’s Article 

Explore the full conversation and see how industry leaders are thinking about the future of wealth management.

Because the firms that will matter most tomorrow are redefining advice today.

Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). For more information regarding OnePoint BFG including important disclosures, please visit https://adviserinfo.sec.gov/.

The opinions expressed by Andy Schwartz are his own personal views and experiences as an Investment Advisor Representative. The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information, as set forth herein, should not be construed or interpreted as OnePoint BFG’s guarantee of any particular investment outcome or a guarantee of future investment returns or results.

The third-party information contained herein is provided for informational and discussion purposes only. OnePoint BFG does not represent this third-party information as its own. While OnePoint BFG has gathered this information from sources deemed to be reliable, OnePoint BFG has not reviewed or verified any information input by your financial professional or that of the third-party source, nor can OnePoint BFG guarantee the completeness or accuracy of this data.

OnePoint BFG does not offer legal or tax advice. This document is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.

This communication has been provided for informational purposes only and should not be considered as investment, legal or tax advice or as a recommendation. This material provides general information only. OnePoint BFG does not offer legal or tax advice. Please contact legal counsel or your tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. Circular 230 notice: To ensure compliance with requirements imposed by the IRS, this notice is to inform you that any tax advice included in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of avoiding any federal tax penalty or promoting, marketing, or recommending to another party any transaction or matter.

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