The Financial Companion You Don't Have Yet
Why the future of financial services needs a sherpa, not a product catalogue
Most people think a sherpa is a
EIOPA's Third IDD Report: What It Tells Us About Digital Distribution and AI
EIOPA just published its Third Report on the application of the Insurance Distribution Directive (IDD). It covers a lot of
Stablecoins Meet Insurance: Aon's Proof of Concept
Insurance moves $7 trillion in premiums globally. Most of it still settles through correspondent banking chains built decades ago.
Aon
£43 Billion: What the UK's Open Banking Numbers Mean for the Open Finance Debate
New analysis commissioned by Open Banking Limited (OBL) and completed by EY puts a number on what many of us
Reframing Risk: What Vanguard's Research Means for the Savings and Investment Union
Vanguard just proved that the way we warn investors about risk is making them too afraid to invest.
In a
Estonia Is Making AI Feasibility Assessment Mandatory in Its Legislative Process
Estonia has proposed an amendment to its Good Legislative Practice and Legislative Drafting Rules (HÕNTE), the framework governing how the
Is ChatGPT an Insurance Distributor in the EU?
EIOPA Q&A 3407 asks the European Commission whether AI chatbots fall under the Insurance Distribution Directive (IDD). The
Insurance company Nippon Life just sued OpenAI for $10.3 million
A disability claimant uploaded correspondence from her lawyer into ChatGPT. The AI validated her concerns about the legal advice she&
The Financial Sherpa: Why the Future of Finance Is Not a Product
I have been thinking about Sherpas lately. Not metaphorically. Actually reading about what they do.
Most people think a Sherpa
Plaid Hits $8B Valuation. Insurance Is Part of the Story.
Plaid just raised new capital at an $8 billion valuation, up from $6.1 billion in April 2025. The round
