Featured · News
Still Dancing With AI: What a 2007 Wall Street Warning Teaches Advisors
Recognizing a risk is not the same as managing it. Opal Capital | August 2026 In short: AI spending, valuations, and adoption timelines are accelerating across the advisory industry, and many firms privately admit the pace cannot continue forever, yet keep expanding exposure anyway. That excuse is not new. In 2007, Citigroup's CEO gave the…
Aug 2026
