News, Comment & Analysis results for Microsoft

Strategy
June 16, 2025

“It’s Mind Boggling How Much Cyber Criminal Activity Is Happening”: Cybersecurity Forum

The scale of threats and attacks on financial services and related sectors is high, and a major

Wealth Strategies
May 5, 2025

Equity Concentration Risk And How To Solve It: Another Look

Concentration risk in portfolios is at high levels, and the recent market selloffs have focused

Wealth Strategies
May 1, 2025

UBS Favors Diversified AI Exposures, Including China

Sundeep Gantori, tech strategist at UBS Global Wealth Management chief investment office, shares

Investment Strategies
April 22, 2025

Setting The Scales On AI: Rebalancing Risk, Staying Open To Opportunities

Given that "Big Techs" have often fed into, and benefited from, the excitement generated by AI, the

Investment Strategies
March 28, 2025

Avoiding Trap Of Portfolio Concentration Risk – In Conversation With Cache

The risk of having all one's "eggs in one basket" when it comes to stocks and other investments is

Technology
March 10, 2025

T3 Fintech Conference: Software Superstars, Upstarts Vie For Market Share

As our correspondent notes when looking at T3's report, although artificial intelligence was

Surveys
February 26, 2025

Wealth Managers Lag Behind Clients' Communications Needs – Survey

A survey conducted around the world suggests that there's a gap between what clients hope to

Technology
February 25, 2025

AI's Cost-Cutting Promises Grab Financial Sector Attention

In another look at the different ways that banks, wealth managers and family offices are using AI,

Philanthropy
February 20, 2025

Choosing A Charitable Vehicle – A Walk Around The Territory

A range of factors need to be considered when deciding whether to use a donor-advised fund or a

Technology
February 19, 2025

The Soaring Trend Of Wealth Management AI "Co-Pilots"

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they

Comment & Analysis results for Microsoft