Firms Launch New Financial Advisor Training Tools
Investors gain from new training resources that help financial advisors manage complex tax and alternative investment strategies.
Updated on Oct. 29, 2026 in Financial Planning
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Financial firms are launching specialized educational resources to help advisors navigate complex tax planning and alternative investments. These tools come as industry professionals prepare for a projected shift in portfolio management strategies over the coming year.
Why it matters
As investment portfolios grow more complex, advisors are seeking new training to better manage tax efficiency and alternative assets for their clients. This push reflects an effort to maintain professional standards and operational efficiency in a changing economic environment.
According to research by iCapital, 89% of advisors plan to increase allocations to alternative investments over the next 12 months. This shift comes as firms look to address client needs spanning a 30-year wealth creation horizon.
The players
Morgan Stanley
A global financial services firm providing investment banking and wealth management services to individuals.
Goldman Sachs Asset Management
A global investment manager offering funds, ETFs, and advisory services to help households grow their capital.
Schwab IMPACT
An annual industry conference serving financial advisors through educational sessions and professional development.
The details
Major financial firms, including Morgan Stanley and Goldman Sachs Asset Management, are deploying new educational centers and specialist teams to support advisors. These resources provide structured courses that offer certification credits for CFPs and CPAs. By centralizing knowledge on models, ETFs, and tax strategies, firms aim to simplify the process for advisors delivering advice on sophisticated wealth planning.
Timeline
During the week of October 29, 2026, Schwab IMPACT hosted sessions on advisor education.
Advisors plan to increase alternative investment allocations over the next 12 months.
Money Landscape
This development follows the trend of increased allocation to alternatives identified by iCapital research, moving beyond traditional stock and bond portfolios. It marks a broader industry pivot toward professionalizing the management of complex assets to serve long-term wealth needs.
If you hold complex assets or look for tax-efficient strategies, ask your advisor about the professional credentials and planning teams supporting their firm's recommendations. You may also discuss with a qualified professional how a potential shift toward alternatives fits your specific risk tolerance.
The takeaway
The industry is increasingly focused on technical training to help advisors handle the complexities of modern wealth planning. As you review your annual financial goals, consider asking your advisor which specific planning resources they utilize to keep your strategy aligned with current tax rules.
Further reading
For more information on managing your portfolio, visit our Financial Planning section.
Source note: This article includes information reported by InvestmentNews.
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Is now a good time to adjust your portfolio toward tax-efficient strategies and alternative investments?
