This time of year presents an opportunity to review the progress of the past 12 months. In that spirit, I combed through my story list, and it turns out I wrote a whole lot about AI in 2025. Here are 10 lessons I took away from the trends I saw.

What do you think were some of the most important AI storylines in wealth management this year? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!