Megatrends 2030

1,927 pages of independent research on the forces that will shape the next four years of Wealth Management

Jul 30 • Hitesh Dundi

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The Ultimate AI Transformation Guide

The board-level playbook for the AI-native enterprise — what to buy, what to build, where to partner.

Jul 7 • Hitesh Dundi

3

CRM Is Eating the Enterprise (Again)

Salesforce, Microsoft, ServiceNow, and a wave of wealth-tech platforms are converging on the same idea: the CRM becomes the firm's operating system…

Jul 4 • Hitesh Dundi

3

June 2026

Why "Hours Saved" Is a Vanity Metric

Your AI tool saves you two hours a day. What actually happens to those hours? The research calls it invisible slack, and it's silently destroying…

Jun 28 • Hitesh Dundi

2

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I Forgot How to Drive to My Sister's House

You handed one small decision to an algorithm. Then another. Then another. By the time you noticed what was gone, you couldn't get it back.

Jun 17 • Hitesh Dundi

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The Cage That Sets the Machine Free

The most valuable AI agents in regulated industries won't be the most autonomous — they'll be the most constrained. Here's the architecture that makes…

Jun 9 • Hitesh Dundi

3

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May 2026

When Perfection Becomes the Floor

The machine didn't replace the professional — it replaced what the professional did. What's left is worth more than anyone expected.

May 6 • Hitesh Dundi

3

April 2026

The Week AI Learned to Pick Locks

Open-source models now run on mobiles and laptops. AI agents exploit zero-days in hours. Between sovereign intelligence and algorithmic espionage…

Apr 21 • Hitesh Dundi

1

Unlocking the "Firm of One": The AI Memory Breakthrough

Last Two Weeks in AI: How TurboQuant, Contextual Retrieval, and multi-agent harnesses are making the "Firm of One" a reality in Wealth Management.

Apr 1 • Hitesh Dundi

2

March 2026

Product Slop

Integration Entropy, Fiduciary Filters, and the Future of WealthTech

Mar 26 • Hitesh Dundi

1

The Wealth Manager's Guide to AI in 2026

Context Engineering, Security, the Big Three, and the Decisions That Will Define Your Firm

Mar 10 • Hitesh Dundi

2

The Wealth Manager's Guide to AI in 2026

A practitioner's guide to AI for wealth management professionals. Covers LLMs, agents, RAG, MCP with WM-specific examples and analogies.

Mar 5 • Hitesh Dundi

2

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