We keep our ear to the ground for the interesting stats, insights and discussion points you need to feel in the know and shape the future with confidence.
1. Reading the market and the future
Wealth management isn’t just about financial gains anymore — it’s about weathering storms. Today’s clients aren’t just looking for someone to grow their money; they want a financial therapist, life coach, and crystal ball reader all in one. EY’s 2025 Global Wealth Research Report shows that over half of wealthy investors feel ill-equipped for political chaos and market mood swings. It’s clear: performance alone isn’t enough anymore. Nearly half of clients are ready to move their assets if they don’t feel supported. They want advisors who offer more than just numbers. They want people who listen, who get their bigger picture, and who can provide a mix of smart tools and real human insight.
How wealth managers can leverage complexity for competitive advantage
2. Where AI meets human insight
We’re entering a new era with agentic AI, which focuses on creating better customer experiences while keeping humans at the center. For example, hospitals are using AI to track important cancer treatments, and chatbots are helping insurance customers with their questions. Yet while many industries have turned to digital tools to improve service, complex situations, like serious health issues or late mortgage payments, still need human support. Companies in finance, insurance, and healthcare are increasingly using AI to simplify these sensitive tasks. A recent survey shows that AI is already common in these fields, but trust is a big concern for customers when it comes to data privacy. As AI technology grows, being open and ethical will be key to building that trust. The future of customer service will rely on this…
Powering next-gen services with AI in regulated industries
3. AI’s security blind spot
AI is moving fast — and so are the risks riding shotgun. With large language models (LLMs) powering everything from chatbots to entire workflows, the business world is getting a serious upgrade. The global AI market is headed for $1.8 trillion by 2030, and by next year, we’re looking at 750 million LLM-based apps in play. But here’s the catch: the smarter these systems get, the more tempting they become for bad actors. Phishing attacks using LLMs more than doubled last year, and it’s not just spam emails anymore — think prompt hacks, data leaks, and bots manipulated to spill secrets. Smarter tools need smarter security — and a healthy dose of human skepticism…
How companies can secure language models against emerging AI cyber risks
4. Big deals, clearer skies?
Despite choppy economic signals, May proved M&A is far from being on pause. Deal value for U.S. transactions over $100M surged 39% from April — and a hefty 68% year over year—thanks to a wave of megadeals spanning media, energy, and tech. Trade tensions eased, rate cut chatter gained ground, and buyers didn’t waste time. Five deals north of $10B added up to $82B in value — a 272% leap from last year. AI stayed hot, driving 14% of billion-dollar deal value as companies snapped up infrastructure, talent, and capabilities. But it’s not all smooth sailing: inflation, valuation gaps, and financing costs still loom. Even so, with portfolios shifting toward resilience and growth, dealmakers seem less spooked — and more strategic.
M&A activity insights: June 2025
5. Boards are widening their lens
AI is no longer a tech side project — it’s central to strategy. And boards are feeling the heat. With 99% of CEOs investing in GenAI and 70% saying they must act now to stay competitive, directors are being pulled in two directions: push for innovation, but keep the risks in check. The best boards are meeting the moment by setting clear AI principles, challenging assumptions on data readiness, and rethinking what boardroom competency really looks like. That means upskilling, diversifying, and even considering AI as part of the decision-making mix. It’s not just about oversight — it’s about vision. And AI is making that vision sharper, broader, and faster than ever.
How boards can confidently steer an AI-enabled future
If you do one thing:
Take a moment to reflect on how far you’ve come in 2025.
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