News, Comment & Analysis results for Microsoft
The AI Employee You Didn't Hire Is Running On The Data You Never Secured
An executive perspective on the unmonitored layer in wealth management and family office
Morningstar: AI Investors’ “False Friends” And “Hidden Gems”
Our US correspondent has another report from a recent wealth sector conference in Chicago, and this
Morningstar Investment Conference Reflects Tumultuous Year
Our US correspondent reports from Chicago about the highlights of this year’s discussions and
The State Of AI In Family Offices – Why You Need To Fix Your Data Before You Buy AI
As part of our coverage following the fintech forum in Manhattan, here is a speech that set the
From Query To Command: AI’s Rapid Evolution – Family Wealth Report Fintech Forum
At our annual Family Wealth Report Family Office Fintech Forum in New York, our US correspondent
“Accelerating” AI, Private Credit, Secondaries And Direct Investments – FWR Forum
Our US correspondent attended the FWR Family Office Forum in Manhattan to hear views from industry
Moves Away From US Equities Continuing In 2026 – Natixis IM
In Paris last week, experts at Natixis Investment Managers Thought Leadership Summit, attended by
What’s Holding Back AI Adoption By Advisors?
Our US correspondent continues his coverage of fintech and wealth management sector issues from a
Hamilton Lane Highlights AI Driving Investment Activity In Private Markets – Report
US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets
Software Survey: CRM Tops Categories; Chat GPT Leads Search
Our US correspondent provides more coverage of a major wealth management technology conference in