Where Your House View Gets Lost
The investment committee agreed. The position was clear. But by the time that view reaches your advisors, your client portal, and your service desk, how much of it survives intact?
Citi Sky and the Intelligence Layer Question Every Bank Must Answer
Citi Wealth just announced Citi Sky, describing it as a new “intelligence layer” for clients. Here is the one question every wealth institution needs to ask before building their own.
AI in Wealth Management: The Institutional Intelligence Gap
Training your advisors to use AI is not the same as making your institution’s AI trustworthy. The gap between the two is where most scaled AI efforts quietly fail.
Annabelle Lin Speaks at Money20/20 Asia 2026 on AI Adoption and the Future of Scalable Financial Services
Nextvestment Co-Founder and Chief Revenue Officer Annabelle Lin spoke across two sessions at Money20/20 Asia 2026 in Bangkok, joining senior leaders to examine what AI adoption really requires of fina
Michael Davies Speaks at CFTE During UK Fintech Week 2026 on Building AI-Ready Financial Systems
Nextvestment Founder and CEO Michael Davies spoke at the CFTE “Building AI-Ready Financial Systems” session in London during UK Fintech Week 2026, sharing what Nextvestment has learned deploying AI in
Primary Schools Experiment With AI Under ‘Guard Rails’: Why Banks Need to Go Further.
Singapore’s schools are discovering what wealth institutions are still working out: clients and parents do not distrust AI, they distrust AI that no institution is accountable for. And accountability