Recent Posts
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The AI Tool Is the Cheap Part. The Rest Isn’t.
Hazel, the AI tool for financial advisors costs $60/month a seat. Being the kind of firm where it actually works costs far more. And almost nobody is that kind of firm.
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AI Bubble Warning Signs: What Bulls and Bears Miss
Will the AI bubble burst? The smartest money on Wall Street can’t agree. But one quiet market signal may warn us before it does.
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The FT Exposed Hallucinations in KPMG’s AI Report. UBS Confirmed.
KPMG’s agentic AI report invented case studies. The FT exposed it. UBS confirmed. Here’s what it reveals about true AI adoption in financial services.
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Wall Street Priced the Wrong Risk in AI Financial Advice
Wall Street is convinced AI will replace the $500,000 advisor. Their clients already moved on — to something worse.






