Handling the Difficult Ones: Clients and Team Members

Published on September 2, 2026

Asking your advisors to intervene or expecting them to change their behavior is probably not going to work. I hope you don’t all quit, because there are ways to learn how to work with difficult people.

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What Compliance Officers Need to Know Before Their Firm Deploys AI Agents

September 2, 2026
The firms I see succeeding with AI right now aren't the ones with the flashiest assistants. They're the ones whose compliance officers helped design the architecture instead of it being handed over after the fact. That single change — inviting compliance into the build, not just the review — is the difference between an AI program you can defend and one you're hoping no one ever questions.

Fed Chairman Warsh Lays Out His Own Data Dashboard for Reading the US Economy

September 2, 2026
Federal Reserve Chairman Kevin Warsh used his keynote speech in Jackson Hole, Wyoming, last week to map out some of the key data points he leans on to read the US economy, offering new insight into his approach to policy making.