01 — Briefing
A running note on wealth technology, and the power held within it.
Briefing is where we write about what we are working on: the questions running through Advisory, Foundry and Equity, and the parts of the industry we think deserve a closer look.
First issue In preparation
Cadence Regular
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Themes
What the first issues will cover.
- 01Wealth technology
The platforms, infrastructure and data between people and their financial futures.
- 02Platform power
What makes a platform hard to displace, and who that protects.
- 03Market structure
How trading, venues and intermediaries are arranged, and who the arrangement favours.
- 04Custody & clearing
The plumbing beneath every account, and why it moves so slowly.
- 05Distribution
How products reach people, and what is lost on the way.
- 06Retail access
What it costs an ordinary saver to take part, in money, time and knowledge.
- 07AI & agents
Software that acts on someone’s behalf, and the questions of trust it raises.