AI Made Your Service Faster, but How Do You Get to “Better”?

Published on October 14, 2026

AI's greatest value in our industry might be to deepen those relationships further and make them more “portable” across the business. By that, I mean making it easier for up-and-coming professionals to take the reins of long-standing relationships without any noticeable drop in service quality.

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Views from 6,230: The Market Looks Calm. Look Beneath the Surface

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Tema ETFs’ Paisley Nardini discusses how calm index-level markets are masking volatility and concentration risk in both equities and bonds.

Counter Management’s Bad Ideas With Your Better Ones

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I can remember once having my worst year ever even though I was doing all the “right” things. Timing, budgets and changes at the prospect firms in leadership meant I was showing very poorly. The next year, having done all of the right things, I was in the top position.