01.14.26
Top 5 of ’25: Revisiting Portfolio’s Most Read Articles of the Year
by: BISA Staff
2025 brought a wave of industry-impacting updates, from tariffs to taxes and everything in between. Which topics did Portfolio readers revisit the most? We have the top five stories below, starting with our most-read piece.
1. Organizing Effective Family Preparedness Meetings and Seminars
Featuring Kylie Murray
Family wealth rarely stays with the same financial professional across generations — but it doesn’t have to be that way. Learn how intentional “family money meetings” can build trust with heirs, open conversations about wealth values and strengthen multi-generational relationships with clients.
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2. Navigating Longevity Risk: What Americans Really Think About Annuities
By Caryl Falvey
Americans are living longer and facing new financial uncertainties, but how do they really feel about annuities as part of the solution? This article explores surprising perceptions, common misconceptions and where financial professionals can make the greatest impact.
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3. 5 Tips for a Standout BISA 2026 Annual Conference Proposal
By BISA Staff
What makes some conference proposals rise to the top? Walk through approaches for shaping compelling session ideas, clearly communicating takeaways, and connecting topics to what matters most to attendees and reviewers. Learn what sets winning conference proposals apart — whether you submitted for the BISA 2026 Annual Conference or are planning ahead for 2027.
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4. Advisors Well-Positioned To Navigate Tariff Uncertainties
By Rich Blake
Market uncertainty and shifting tariffs are creating challenges for businesses and investors alike. See how advisors in banks and credit unions can turn disruption into opportunity by guiding clients through volatility with confidence and clarity.
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5. Holding to the Highest Standard: BISA Circle of Excellence Awardee Jay McAnelly on Leadership and Influence
Featuring Jay McAnelly
What does it take to lead with integrity, and inspire others to do the same? In this conversation, Jay McAnelly reflects on defining career moments, the meaning of recognition and the qualities he believes will shape the industry’s next generation of leaders.
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Interested in contributing your expertise to Portfolio in 2026? Message the editors with your pitch to be considered.