archiveChief Fiduciary Officer Insider

The AI wave is everywhere — but visible, lasting value is still elusive. AI initiative failure rates hover around 85 percent. I watched the following exchange among an executive team of a Fortune 500 financial services firm. Despite spending $3.7 million on its AI initiative and deploying some genuinely impressive technology, the team couldn’t agree on whether its AI investment was a success...

Right before the World Economic Forum 2026 (WEF), which brings together, in smallville Davos (Switzerland), the most important world leaders and CEOs, Yat Siu, co-founder and executive chairman of Animoca Brands, takes a look at the new year and at what it could bring for the Web3 space. Here are his thoughts. Is Bitcoin still “the” thing in Web3?   Altcoins could eclipse Bitcoin. Bitcoin has cemented...

Most leaders say they value curiosity. Most organizations say they reward it. The data—and lived experience—suggest otherwise. In executive teams across industries, curiosity is often praised in theory and penalized in practice. Leaders encourage people to “think differently,” yet when decisions need to be made quickly, questions are treated as friction....

Gary Datta didn’t plan on becoming a financial advisor. His career started in a small manufacturing firm in New Jersey, far from the world of wealth planning and client portfolios. But his path shows how a curious mind, a love of problem-solving, and a willingness to start over can lead...

Steve Valdiserri did not plan on becoming a healthcare leader. But over time, his mix of discipline, data thinking, and operational focus pulled him into the center of one of the most complex industries in the U.S. Today, he is known for helping healthcare and technology companies turn strategy into...

The insurance contract is a foundation of modern economic stability, a promise of protection against unforeseen loss. Yet, the relationship between insurer and insured is increasingly adversarial, marked by complex disputes that have significant ramifications for both consumers and businesses. For individuals, a wrongful denial of a life, health, or disability claim can be...

By any measure, Jason Sheasby has built a career around pressure. High stakes. Short timelines. Big verdicts. And again and again, results. A Career Built in the Courtroom Jason Sheasby is a partner at Irell & Manella LLP and one of the most active trial lawyers in the country. Over...

The C-suite has embraced a comfortable narrative about artificial intelligence: add AI tools to existing processes, upskill teams on new platforms, create an innovation lab, and transformation will follow. According to Tianqiao Chen, one of Asia's most influential technology pioneers and philanthropists, this narrative is not just incomplete. It is actively dangerous....

With $16.7 trillion now flowing through sustainable investment strategies a 49% surge in just two years, the capital markets have rendered their verdict. Sustainability is no longer a peripheral concern. It is the new “battleground” for competitive advantage. Not long ago, sustainability was dismissed as a "nice-to-have" add-on, separate from core business strategy. Today, that mindset...

How parents and doctors navigate pregnancy has evolved quickly in recent years. Innovative prenatal screening now makes it possible to learn about a baby’s risk for certain genetic conditions using only a simple maternal blood draw. Having this information early gives families more time to plan, connect with specialists, and...