A firm can become more efficient while its clients remain just as dependent. That is the question beneath this week's agentic AI announcements. Imagine joining a wealth management firm. You upload identification, answer questions about your finances and supply documents. An AI agent notices what is missing, prepares the forms, starts identity and sanctions checks, … Continue reading Who Is the AI Operating System For?
Month: October 2026
Customers Have AI Too!
The profession is asking how AI can make advisers more productive. What happens when it makes customers more capable? This week, financial planners gather in Windsor to “turn the page on established thinking”. Here is the page I would turn. Imagine your next prospective client arriving on a video call. They have organised their financial … Continue reading Customers Have AI Too!
When Speaking Up Costs You Your Life Back: Lessons from Simon Andriesz’s Case
Acting on a whistleblower’s information and protecting the person who provides it are different outcomes. Someone facing retaliation needs a plan for both. By Steve Conley, Founder, Academy of Life Planning3 October 2026 At the end of a Transparency Task Force event in July, Simon Andriesz explained what he wanted. An independent investigation. Parliamentary scrutiny. … Continue reading When Speaking Up Costs You Your Life Back: Lessons from Simon Andriesz’s Case
The risk bitcoiners rarely tell you about
When you become your own bank, your family can become part of the security perimeter. By Steve Conley | Asset Recovery | 3 October 2026 Content note: this article discusses violent robbery and threats against a family. The attackers did not need to break the encryption. They broke into the house. In a BBC report … Continue reading The risk bitcoiners rarely tell you about
