AI / Discovery
Beyond the Chatbot
Where AI has produced real results so far: scientific discovery, spreading expertise and systems that compound, with a wealth management case study.
AI & Finance
AI in wealth and asset management.
Essays, commentary and talks. Plus the research notes of mine that deal with the economics of AI.
Featured essay
The freed-up analyst: how AI leverage becomes a sourcing advantage
Analyst time freed by AI only becomes won mandates if the AI is governed and the compliance guardrails hold.
Essays
Bylined pieces for Writer’s blog. The text belongs to Writer, so each one links out to writer.com. Header images © Writer.
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Featured
The freed-up analyst: how AI leverage becomes a sourcing advantage
Analyst time freed by AI only becomes won mandates if the AI is governed and the compliance guardrails hold.
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The personalization paradox in private markets distribution
Private equity and debt distribution depends on personalization, and AI automation can supply it at scale.
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Why the best RIAs are using AI to grow assets, not just cut costs
The RIAs getting the most from AI use it to grow assets, not only to trim costs.
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63% of RIAs use AI. Only 10% have a strategy.
Most RIAs have adopted AI. Few have a strategy for it.
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Your advisors’ use of shadow AI is your biggest compliance risk
Advisors using AI tools the firm has not approved is the largest compliance risk for an RIA.
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100,000 advisors short: why AI isn’t optional for wealth management
The advisor shortage is large enough that wealth managers need AI to close the gap.
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Get great AI research without the hallucinations
How a research agent that works from primary sources avoids the hallucinations of chatbot research.
LinkedIn commentary
Short posts on enterprise AI adoption and on the studies behind the headlines.
AI-economy research
Five SkyWise notes that deal with AI and the economy. They are also listed under Macro Research.
AI & Labor
The Skills Mismatch Economy
Wharton, Accenture, McKinsey, Brookings and Pew on how AI is reorganizing the labor market.
AI & Operations
Bridging the Gap: AI-Led Financial Operations
The step between manual workflows and agentic AI in middle-office operations.
AI & Organizations
The AI Revolution and Organizational Transformation
The digital revolution as a comparison for AI, the rise of the Chief AI Officer, and what it means for the C-suite.
AI & Growth
AI in 2026: Business Adoption and Economic Impact
How far business adoption of AI has gone, with tech investment at a record 6.02% of GDP, and what that means for growth.
Building with AI
A research agent built on primary sources
The agent pulls data from FRED, the OECD, the World Bank and SEC EDGAR, so each figure traces to its source. The walkthrough is on YouTube.
Speaking
Talks I have given, with the event agendas.
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Banking Transformation Summit · Visionary keynote
Give your Bankers the Time to Spend with their Clients
The Impact Stage, Charlotte
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Small Business Banking, American Banker
Give Your Bankers the Time to Spend With Their Clients
Innovation Luncheon, Chicago
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Bernstein Gen AI Symposium
AI-native asset management
London
Also
Invite me to speak: message me on LinkedIn with the event, date and audience.