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Industry Voices


Half of America is Single. Most Financial Plans Still Assume Otherwise.
Nearly half (46%) of American adults are single, according to U.S. Census data. A recent Ameriprise Financial study, Flying Solo: Navigating Financial Autonomy, surveyed 3,003 “financially solo” Americans between the ages of 25 and 75 holding an average of more than $700,000 in investable assets. 76% of them expect to remain financially solo long term. Respondents were single or never married (52%), divorced or separated (34%), or widowed (15%). Slightly over half (52%) of th

Bud Schiff
14 hours ago3 min read
What It Takes to Turn a Company Around - A Conversation with Dave Anderson
“Ordinary people can accomplish extraordinary things when they’re aligned around a compelling vision.” 💡
It's something our newest Partner Dave Anderson has believed his entire career - and a conviction that has driven results at every organization he's led.

Randy O'Connor
Aug 243 min read


Insurex Welcomes Dave Anderson as Partner
At Insurex, Anderson will focus on business strategy, organizational design, operations, and IT engagements, drawing on his experience working with organizations on M&A transactions.

Randy O'Connor
Jul 72 min read


Beyond the Chatbot 🤖: How Agentic AI Is Rebuilding Enterprise Workflows
The companies that lead won't necessarily be the ones with the biggest AI budgets or the flashiest models. They'll be the ones that treat the handoff between machine and human as a design decision, not an afterthought

Peter Lynch
Jun 124 min read
🎥 The Future of AI in Enterprise Operations
Most companies are still thinking about AI the wrong way.
They're asking: "What tasks can AI automate?"
The better question: "What workflows can AI OWN end-to-end?"

Peter Lynch
May 260 min read
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