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Wealth Management

The Wealth Transfer to Women Is a Retention Problem, Not a Sales Opportunity

$54 trillion is projected to pass to surviving spouses, mostly women, through 2048. The money is already at the firm. The industry's real problem is that it loses the account in the year of the transfer, not acquiring it.

By Vasil V.·8 min read
Retirement

The Retirement Risk That Volatility Numbers Cannot See

Standard retirement advice, cash buffers, glide paths, is built around a volatility figure that treats gains and losses as equivalent. For a retiree who is spending, they are not, and the real risk lives in the sequence.

By Vasil V.·8 min read
Tax Policy

UnitedHealth's Tax Bill Depends on a Price Nobody Ever Paid

The IRS says UnitedHealth underpaid taxes by shifting money through a foreign subsidiary. The dispute isn't really about a number, it's about which reconstructed price for an internal transaction a court will accept.

By Vasil V.·8 min read
Litigation

The Drug-Testing Fight That Is Really About Who Gets to Be Believed

Valisure is suing the standards body USP over a white paper it says disparaged its testing methods. Neither party sells pills. Both sell a claim about drug safety, and the lawsuit is a fight over whose word counts.

By Victoria C.·8 min read
Fintech

The Top-Rated Bank in America Isn't a Bank

Chime tops the 2026 customer reputation ranking of U.S. banks, but it holds no charter. The reputation and the regulatory scrutiny belong to different companies, and the survey only measures one of them.

By Vasil V.·8 min read
Banking

Texas Opened Its Doors to Capital, and Its Banks Are the Price

Out-of-state banks are buying up Texas franchises at a rapid clip. The same openness that built the state's banking boom is what makes its own banks impossible to protect from being bought.

By Vasil V.·8 min read
Industry Consolidation

A Drop in Private Equity Deals Is Not the Same as Less Consolidation

Physician practice deals labeled private equity fell from 851 to 105 as states cracked down. But the new laws police a label, and the same consolidation can happen under a name the statutes do not reach.

By James T.·8 min read
Medicaid Policy

The Medicaid Pilot That Nearly Died Before the Savings Showed Up

North Carolina's Healthy Opportunities Pilots saved Medicaid $164 per member per month, but the program ran out of funding before that proof existed. Its history is a warning for anyone who wants to scale it.

By James T.·8 min read
Aerospace & Defense

The Defense Rally Is the Cost of Deterrence Arriving Late

RTX's $22.9 billion Tomahawk contract reads like a war dividend, but the missiles were always going to need replacing. The rally is pricing the end of a 25-year deferral, not new demand.

By Vasil V.·8 min read
B2B Research

Most Popular Research Articles

Intent Data

Intent Data Providers For B2B

Non-English intent signal is still under twenty percent of total volume industrywide, which means most platforms are seeing a fraction of the buying activity happening outside English language markets.

By Marko P.·8 min read
Knowledge Management

Knowledge Management Solutions

One vendor is explicitly competing on restraint, arguing that a plausible AI generated article that is subtly wrong is worse for a knowledge base than no article at all.

By Marko P.·8 min read
MDR

Managed Detection And Response Services

Forrester's own buyer guidance undercuts the AI pitch: providers are getting measurably more efficient, and there is little evidence yet that any of that efficiency is reaching customer pricing.

By Marko P.·8 min read
MDR Europe

Managed Detection And Response Services In Europe

Forrester's guidance to buyers is blunt: having a data centre in the EU answers one sovereignty question out of four, and most vendor pitches stop at the first.

By Marko P.·8 min read
Manufacturing Tech

Manufacturing Technology Services

Forrester frames 2026's binding constraint as a workforce that cannot be trained fast enough, which makes this a services category built around people more than platforms.

By Marko P.·8 min read
Market Intelligence

Market And Competitive Intelligence Platforms

Generative AI should have commoditized this category, and instead Forrester's criteria count kept climbing, because the moat was always licensed source access, not summarization.

By Marko P.·8 min read
Open Banking

Open Banking Intermediaries

Two of the category's most prominent independent players are now owned by the card networks they were supposed to route around.

By Marko P.·8 min read
Change Management

Organizational Change Management Services

Forrester's provider count nearly doubled in three years, and every other technology category in this series points at the same root cause: the software works and the organisation does not change.

By Marko P.·8 min read
PLM

Product Lifecycle Management Platforms For Discrete Manufacturers

Every reference customer for one vendor said they would buy again, which in PLM can mean genuine excellence or a customer base that has nowhere else to go once the evidence chain is built.

By Marko P.·8 min read
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