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Our Latest Insights

  • Private Wealth Management

    Smart Wealth Planning Tips for Each Stage of Your Career: Late Career Professionals

    Often your highest earning years, now is the time to evaluate your current financial plan and plans for retirement.

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  • Equity Research

    How Employers Are Shifting the Point of Care to Cut Costs

    Rising healthcare costs are prompting employers to redesign benefits, expand access to clinics, and guide employees to more affordable care.

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  • Private Wealth Management

    Recreating a Sustainable Paycheck For Business Owners

    After years of relying on business income, many owners face a new challenge.

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  • Private Wealth Management

    Smart Wealth Planning Tips for Each Stage of Your Career: Mid-Career Professionals

    Take full advantage of retirement savings vehicles during this phase of your career while you are juggling expenses and building wealth.

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  • Private Wealth Management

    Smart Wealth Planning Tips for Each Stage of Your Career: Early Career Professionals

    Managing your budget and credit, saving and investing, and understanding your company benefits are critical to building a sound financial future.

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  • Equity Research

    Economics Weekly: The Great Wealth Transfer Flows to the Few

    In this Economics Weekly, Richard de Chazal concludes that the transfer is large but narrow—it stays within families already near the top, deepening the concentration of wealth rather than easing it, with the impact on consumption far more muted than expected.

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  • Private Wealth Management

    Best Financial Practices for College Students

    Learn the basics of managing your finances so you are set up to succeed after graduation.

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  • Equity Research

    How AI Frees Brokers to Focus on What Matters Most

    AI is taking on the routine work of brokerage, giving brokers more time to focus on advice, relationships, and complex client needs.

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  • On Risk Webinar Replay: AI in Insurance (Infrastructure)

    In the latest installment of William Blair’s On Risk webinar series, Adam Klauber, William Blair’s group head of the financial services and technology sector, is joined by Rich Drab, senior consultant in Capgemini’s Insurance Practice, and David Mocklow, head of insurance at Growth Protocol, for a discussion on how insurers are deploying AI across underwriting, claims, customer service, and enterprise decision-making.

    Watch the video
  • Equity Research

    GLP-1 Users Are Moving More: What That Means for Investors

    GLP-1 users are not just eating less; they are exercising more. That shift could create new opportunities across fitness, wellness, and health-tech.

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  • Equity Research

    The Biggest Misconception in the AI Jobs Debate

    Much of the debate around AI and employment starts with the wrong question. To understand which roles are truly at risk, it’s important to look beyond individual tasks and consider the job as a whole.

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  • Equity Research

    Beyond the Hype: Measuring True Enterprise AI Agent Adoption

    As enterprises race to tout AI agent adoption, the real question is whether these tools are driving measurable productivity gains or simply fueling the hype cycle.

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  • Equity Research

    Economics Weekly: Let the Market Decide

    One of the key points that came out of last week’s FOMC meeting was that Fed Chair Kevin Warsh wants the bond market to do more of the heavy lifting with regard to fighting inflation and promoting economic growth.

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  • Equity Research

    Monthly Macro: China's Open-Weight Challenge and the Future of AI Economics

    William Blair macro analyst Richard de Chazal and group head of technology, media, and communications Arjun Bhatia examine how low-cost, open-weight AI models, many of them emerging from China, are reshaping competition across the AI ecosystem and challenging assumptions about the future economics of artificial intelligence.

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures