Resource Search

U.S. leaders aren’t waiting for certainty. They’re revising plans, diversifying resources, and accelerating investment to stay resilient amid volatility. Findings from Forvis Mazars’ sixth annual Global C-Suite Barometer show that adaptability has become the defining competitive advantage for U.S. companies—alongside key shifts in technology transformation and a rethinking of international expansion.

Despite several years of turbulence, technology industry leaders should not expect the road ahead to be smooth just yet. In 2026, technological and market forces will continue to disrupt every corner of the tech industry as agentic artificial (AI), alternative connectivity solutions, advanced robotics, and consolidation reshape internal operations and customer-facing interactions.

The exponential advancement of AI technology is revolutionizing how wealth and asset management firms run their businesses and serve their clients. By transforming their strategies, business models, and operations through AI-enabled digital solutions, wealth and asset management firms are boosting productivity and savings, minimizing fraud and risks, creating frictionless employee and customer experiences, and driving new levels of profitability and growth.

The wealth and asset management industry is at a turning point, where AI is reshaping every part of it—from investment decisions to client engagement and compliance. While firm leaders and executives say AI is critical to their organization’s future, the research findings from this AI-Powered Investment Firm report and playbook reveal many are struggling to translate that ambition into successful AI transformation.

The accelerating adoption of AI and agentic technologies is not merely a technological shift—it is a fundamental transformation of the workplace itself. As digital teammates evolve from simple automation tools to independent collaborators capable of fulfilling complex goals, visionary leadership has become imperative.

As with any technology, change happens gradually, not overnight. And GenAI is no different. While it may seem to many that the AI enterprise adoption is at a standstill because the financial benefit is not yet evident, important steps are happening behind the scenes that are setting the stage for broader scale adoption and monetization in the not-too-distant future. In this report, we address the common questions about the generative AI theme.

Pressure is building for professional services firms to tackle industry trends head-on, including M&A strategy, technology adoption, tax considerations, and succession planning. Some are also rethinking fee structures and commoditizing service lines; others are restructuring their partnership agreements and expanding their global reach as part of improving their client experience and meeting expectations. Instead of simply reacting to megatrends, competitive organizations and future-focused firms are making changes.

Going into the year 2025, the insurance industry faces a landscape marked by complexity and uncertainty. In this summary, learn more about the top-of-mind insurance issues and what to expect in the areas of digital disruption, GenAI, reinsurance trends, emerging risks, economic trends, regulatory updates, evolving tax roles and responsibilities, and more.