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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

Build dashboards that drive decisions. Learn how real-time data, smart design and automation can turn insights into action.
New SEC-CFTC guidance clarifies how crypto assets are classified under U.S. law and when non‑security tokens may still fall under securities rules.
Discover why energy companies remain stuck in AI pilot phase, and learn the organizational agility framework that drives successful deployment.
Slow Power BI reports cost time and confidence. Learn how Microsoft Fabric’s clustering and identity columns speed dashboards and reduce errors.
AI can help sustainability teams manage complex data and risk when paired with governance, judgment and clear strategy.
Scope creep can derail dashboard projects. Learn how to define goals, manage requests and deliver insights that drive results.
Understand key trading, valuation and compliance risks in repurchase agreements and TBA pools and how to strengthen oversight and internal controls.
As AI moves from pilot to enterprise system, strong governance enables reliable, scalable solutions. Learn how frameworks support confident adoption.
AI adoption, digital asset volatility and evolving SEC exam priorities shaped Q4 2025. See what asset managers should watch in 2026.
AI success isn’t singularly about the tools you buy. Learn how leadership, skills and strategy open doors to real value from generative AI at scale.
Learn how AI‑assisted development affects research tax credit eligibility and how the four‑part test applies as workflows shift toward AI tools.
Conflicting reports slow decisions. Learn how Microsoft Fabric uses lineage and trusted data to make self-service reporting reliable.
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