Trends and Perspectives

Wednesday, August 12, 2026

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

Tuesday, August 11, 2026

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.

Monday, August 10, 2026

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.

Thursday, August 6, 2026

Financial Tips for Making a Major Purchase

Address these financial considerations when purchasing a new vehicle or home.

Friday, July 31, 2026

529 Plan Account Rollovers to Roth IRAs

529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.

Friday, July 17, 2026

Innovation vs. Inflation: The Macro Tension Defining the Second Half

The second half of 2026 may test investors’ ability to stay optimistic about innovation while staying disciplined on inflation, rates, and valuations.

Wednesday, July 15, 2026

Preparing Your Life for Liquidity: Post-M&A Success (Beyond the Financials)

Business owners planning for a liquidity event often focus on the financials. But preparing for their post-transaction lives is just as important—and less tangible considerations should not be ignored.

Tuesday, July 7, 2026

The Quarterly Rx: Q2 2026 U.S. Biopharma Recap

In our Q2 2026 U.S. Biopharma Recap, the William Blair biopharma team reviews the quarter’s financing, strategic activity, and investor sentiment trends shaping the sector for the remainder of the year.