Trends and Perspectives

Tuesday, October 27, 2026

On Risk Webinar Replay: AI in Insurance (Consumer Dynamics)

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 David Seider, chief commercial officer of TheZebra, for a discussion on how AI could reshape insurance shopping, distribution, and the consumer experience.

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Wednesday, October 21, 2026

The A, B, C, and Ds of Medicare

Medicare Open Enrollment ends December 7. Here's what you should know about coverage options, costs, and deadlines before you make your decisions.

Tuesday, October 20, 2026

Do You Need a Family Office?

Isidora Lagos, director of Family Office Solutions at William Blair, explains how families can assess their complexity, define the purpose of their wealth, and choose the right kind of family office.

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Tuesday, October 13, 2026

Spousal Lifetime Access Trust

The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs.

Wednesday, September 30, 2026

Rising Prices Are Testing the Limits of Rideshare Demand

Rideshare demand remains resilient, but growing price fatigue could challenge future growth.

Wednesday, September 30, 2026

Financial Guide to Settling the Affairs of a Loved One

Losing a loved one can be very difficult. Yet, as an executor, spouse, or family member, you need to take steps to ensure that your loved one’s financial affairs are properly settled.

Wednesday, September 30, 2026

Let’s Talk About Money: Women and Financial Conversations

Senior Vice President Kelly Oliven shares how greater financial knowledge and open dialogue can help women take greater ownership of their wealth.

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Tuesday, September 29, 2026

The Home as the Future of Senior Care

The future of senior care is taking shape at home, powered by technology, policy support, and rising demand.

Thursday, September 24, 2026

Helping Aging Parents Get the Support They Need

As your parents or other relatives get older, they may need help with everything from managing their daily care to performing tasks such as grocery shopping, paying bills, and getting to appointments. In addition to these everyday activities, they will often need help making significant decisions about their finances and living arrangements.