Saturday Aug 08, 2026

Michael Gold on the Advisor Shortage Threatening UHNW Family Planning

The timing could hardly be worse. Just as business owner transitions and intergenerational wealth transfers are accelerating, the financial advisory profession is heading toward a significant contraction. Nearly half of all advisors are expected to retire by 2035 and the advisors most likely to leave are those with the deepest experience serving ultra-high-net-worth families. Michael […]

From Telemedicine to Defense Justin Fulcher on Technology in Regulated Sectors

The problems Justin Fulcher has spent his career solving share a common structure. Whether building telemedicine infrastructure for rural communities in Asia or working to modernize acquisition practices at the U.S. Department of Defense, the obstacle has consistently been the same: capable institutions running on processes that have fallen behind what the technology could support. […]

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