I use research to challenge and sharpen my judgement—not to replace it. Dates below refer to the original publication or the current official update where stated.

22 primary or institutional references
McKinsey & Company10 February 2025

The looming advisor shortage in US wealth management

Advisor capacity and productivity

Connects rising demand for advice with a need to improve advisor leverage through technology and operating-model change.

Original source
McKinsey & Company29 January 2026

US wealth management in 2035: A transformative decade begins

Long-term wealth-management change

Frames AI, demographic change and client trust as connected forces shaping the next decade.

Original source
McKinsey & Company17 January 2024

US wealth management: Amid market turbulence, an industry converges

Industry structure and advisor technology

Explains why technology, workflow redesign and change management are becoming core capabilities for wealth managers.

Original source
Boston Consulting Group21 May 2025

For Banks, the AI Reckoning Is Here

AI strategy and scaled execution

Argues that banks should anchor AI in business strategy, prioritise value and move beyond disconnected pilots.

Original source
Boston Consulting Group24 June 2025

Global Wealth Report 2025: Rethinking the Rules for Growth

Global wealth-management growth

Provides current context on changing growth dynamics and the need for more productive, differentiated wealth propositions.

Original source
Boston Consulting Group4 June 2025

How to Get ROI from AI in the Finance Function

AI value realisation

Emphasises impact-led use cases, implementation discipline and sequential scaling rather than proof-of-concept volume.

Original source
FINMA24 April 2025

FINMA survey: artificial intelligence gaining traction at Swiss financial institutions

Swiss financial-sector AI adoption

Provides direct evidence on adoption, strategy, generative AI use and third-party dependency across supervised Swiss institutions.

Original source
FINMA18 December 2024

Guidance 08/2024: Governance and risk management when using artificial intelligence

Supervisory expectations

Sets out a risk-based view of governance, responsibility, data, model, third-party, legal and reputational risks.

Original source
Bank for International Settlements12 December 2024

Regulating AI in the financial sector: recent developments and main challenges

Financial-sector AI regulation

Highlights governance, skills, model risk, data governance and third-party providers as practical areas needing attention.

Original source
Bank for International Settlements29 January 2025

Governance of AI adoption in central banks

AI governance and implementation

Offers a practical governance and risk-management framework for institutions handling critical functions and sensitive data.

Original source
Swiss Bankers AssociationApril 2025

Generative AI in Banking — A Comprehensive Overview

GenAI in Swiss banking

Translates the opportunities, regulatory context and enabling conditions for generative AI into the Swiss banking setting.

Original source
European CommissionUpdated July 2026

AI Act: regulatory framework for artificial intelligence

European AI regulation

Provides the official risk-based framework and current application timeline relevant to cross-border European operations.

Original source
World Economic ForumJanuary 2025

Artificial Intelligence in Financial Services

Responsible AI transformation

Examines how financial institutions can connect value creation with governance, workforce and operating-model change.

Original source
François Chollet / arXiv5 November 2019

On the Measure of Intelligence

Intelligence as skill-acquisition efficiency

Provides the conceptual basis for measuring generalisation, priors and the efficiency with which a system acquires new skills—not only its score on familiar tasks.

Original source
ARC Prize Foundation24 March 2025

Announcing ARC-AGI-2 and ARC Prize 2025

Abstract reasoning and efficient generalisation

Introduces a benchmark designed to remain relatively easy for humans while exposing capability and efficiency gaps in frontier reasoning systems.

Original source
ICLR / OpenReviewICLR 2025

Scaling LLM Test-Time Compute Optimally Can Be More Effective Than Scaling Parameters for Reasoning

Adaptive inference-time computation

Shows that the value of additional reasoning compute depends on the problem and the strategy used, supporting selective rather than uniform allocation.

Original source
ICLR / OpenReview16 January 2024

Large Language Models Cannot Self-Correct Reasoning Yet

Limits of intrinsic self-correction

Finds that asking a model to reconsider its own reasoning without external feedback can fail or degrade performance, motivating independent evaluation signals.

Original source
NeurIPSNeurIPS 2023

Reflexion: Language Agents with Verbal Reinforcement Learning

Feedback, memory and agent correction

Demonstrates an agent design that converts task feedback into linguistic reflections and episodic memory to improve later attempts across several task types.

Original source
Model Context Protocol26 March 2025 revision

Protocol specification: Overview

Structured access to tools and resources

Defines capability negotiation and the resources, prompts and tools that an MCP server can expose. It is an integration layer, not a reasoning or safety mechanism.

Original source
Farhi, Goldstone and Gutmann / arXiv14 November 2014

A Quantum Approximate Optimization Algorithm

Quantum combinatorial optimisation

Introduces QAOA as a method for producing approximate solutions to certain combinatorial optimisation problems—the narrow technical basis for exploring quantum-assisted planning subproblems.

Original source
Nature Reviews Physics28 October 2024

Challenges and opportunities in quantum optimization

Quantum advantage and benchmarking

Reviews the opportunity and open questions in quantum optimisation, emphasising rigorous comparison with appropriate classical methods before claiming advantage.

Original source
PRX Quantum10 September 2024

Solving Boolean Satisfiability Problems With the Quantum Approximate Optimization Algorithm

Quantum constraint solving and current limits

Examines QAOA on hard constraint-satisfaction problems while documenting the substantial practical and comparative hurdles involved in outperforming classical solvers.

Original source