Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

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Latest Insights

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Family offices reset following volatility in early 2025

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

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Julie Asher, CFP®

Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus

406-255-8749
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Sally Hedrick

Sally Hedrick

Senior Vice President - Financial Advisor, Portfolio Director Group

406-255-8758
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Hailey Jacobs, APP

Investment Associate

406-255-8770