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Deloitte
In PWD coverage since August 15, 2026 · 9 stories
PWD coverage
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87% of firms use or pilot AI; 6% run agentic tools inside workflows
F2 Strategy's Q2 2026 Trend Report surveyed 40 leading RIAs, wealth management firms and broker-dealers representing $8.6 trillion in assets and found a very weak correlation between AI technology spending and measurable business value.
people · Oct 7Family office leaders describe persistent hiring pressure for investment, tax and trust roles
the_wrap · Sep 25Retail's clearing price is now an anchor commitment
capital · Sep 25CRE owners are choosing capex over price discovery
The Close · Sep 24The private-markets TDF case rests on private equity alone
Family Office · Sep 22Family-office pay is formalizing from the top of the org chart
capital · Aug 23Hines pivots from buying to building as supply collapses
Family Office · Aug 15Family Offices' Private-Market Allocations Surge 524%