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Weekly Newsletter

Wednesday, August 27, 2025

Features of the week

Roping in AI Help to Give the Banking Sector a Substantial Breakthrough

Kasisto, the market leader for AI in banking, has officially announced the launch of KAIgentic, which happens to be an agentic AI platform purpose built for banking. According to certain reports, the stated platform arrives on the scene bearing the...

Gauging the Trails Left Behind by AI Implementation and the Challenges That Remain the Mix

Info-Tech Research Group has officially published the results from its Build and Select AI Use Cases for Wealth and Asset Management report, where it was revealed that AI implementations are producing tangible results in four key areas, including increased...

Scaling the Accessibility of Professional Portfolio Management

Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, has officially announced the launch of Sphere, which happens to be a manager-sponsored platform geared towards providing a curated hub of professionally managed portfolios.  According to certain reports,...

Making the Dynamics of a Group Payment Significantly and More Straightforward

Cash App has officially announced the launch of Pools, which happens to be a new peer-to-peer payment feature, geared towards facilitating group payments with just a few taps. According to certain reports, this particular innovation arrives on the scene bearing...

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Performance Reviews That Actually Work

How to Turn a Dreaded HR Task into a Leadership Superpower “A performance evaluation isn’t paperwork—it’s leadership in action.” Performance evaluations often get a bad rap. Employees dread them. Managers rush through them. And sometimes, the conversation is over before it’s...

The Future of Executive Search in the Era of AI: Why the Robots Won’t Steal Your Job

Every time there’s a seismic shift in technology, the Chicken Little crowd shows up screaming “the sky is falling.” In executive search, AI has people convinced we’re about three clicks away from being replaced by an algorithm that can...

How to plan for an acquisition (and what to avoid)

On the heels of Q4 2024’s record number of merger and acquisition (M&A) deals, many RIAs are looking to capitalize on that trend in 2025. While it can be tempting to jump headlong into the M&A market, it’s wise...

Executive Search 2025: Where Relationships Meet AI-Enabled Talent Ecosystems & Strategy

In an era of rapid change, the leaders who drive success are harder than ever to find. The most effective executive searches today move faster, become smarter with AI, and balance speed, precision, and the human touch to deliver...