Artificial intelligence is both the catalyst and the solution for accounting firms transitioning into advisory-focused shops. Processing Content This rapidly developing technology is fundamentally changing the profession, and those who don’t keep up with the tech risk falling behind — not only behind other firms — but their own clients, according to Madeline Reeves, founder…
Bill Holmes releases “It’s Not Rocket Science: 25 Real-Life Lessons to Help Entrepreneurs Start, Grow, and Lead a Successful Business” with Forbes Books. ISBN-13: 979-8901800188 FORBES BOOKS NEW YORK (July 14, 2026)—It’s Not Rocket Science: 25 Real-Life Lessons to Help Entrepreneurs Start, Grow, and Lead a Successful Business by Bill Holmes is now available on…
When I first heard about a vacuum specifically for mattresses, my first thought was: do I really need another cleaning gadget when I already have a vacuum that I can use to clean mattresses? My second thought was out of curiousity because I wanted to know what was in our mattresses. Curiosity won and I…
Mariner, the Overland Park, Kan.-based national registered investment advisor that manages more than $630 billion in client assets, has entered a five-year partnership with technology provider Humanity Labs to scale an artificial intelligence workforce representing more than 700 full-time equivalents across its operations. Humanity Labs founder and CEO Andrei Pop describes his company and its…
Welcome everyone! Welcome to the 498th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Christine DeMao. Christine is the Chief Operating Officer of Gibson Capital, an RIA based in Wexford, Pennsylvania, that oversees approximately $3 billion in assets under management for 200 client households. What’s unique about Christine, though, is…
We thank Andrew Chen (discussant), Ingrid Tierens, Stefan Nagel, and conference and seminar participants at The Future of AI in Asset Management Conference at Chicago Booth, the ABFR Seminar, Baruch College, Columbia University, and the University of Utah for helpful feedback and suggestions. For financial support, Koijen thanks the Center for Research in Security Prices…
Raj Ananthanpillai releases “The Trust Crisis: How Big Tech Stole Your Identity—and the New Model That Takes It Back” with Forbes Books. ISBN-13: 979-8887508801 FORBES BOOKS NEW YORK (July, 14 2026)—The Trust Crisis: How Big Tech Stole Your Identity—and the New Model That Takes It Back by Raj Ananthanpillai is now available on Amazon and…
My Search For A Moisturizer That Actually Works I can’t tell you how many times I’ve stood in front of the mirror thinking, Why is this so hard? One moisturizer would leave my skin stinging. Another would just sit there like a film on top of my face. And plenty more seemed to disappear the…
Innovation Jul 13, 2026 Ana Palacio AI governance must account for everything from the technology’s material requirements to its effects on communities, businesses, labor markets, the environment, and strategic competition. To this end, a framework of verification-based trust—broader than national regulation and…
By Josh Daily, WCI Columnist <!– Have you ever wondered why it feels perfectly normal to pay someone for lawn care but awkward, or even rude, to offer money to a friend for giving your kid a ride home from soccer practice? Both are forms of help, but the context makes all the difference. That’s…