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Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.

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Our Latest Insights

  • Private Wealth Management

    State Residency Changes: Tax Implications and Rules

    This paper reviews the residency rules for individuals, identifies steps to establish new residency, and addresses residency audits. It also provides an overview of the residency rules for trusts.

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  • Investment Management

    Gold’s Hot Streak Cools Amid ETF Outflows

    Alexandra Symeonidi from our emerging markets debt team explains that gold sustaining its momentum will depend on continued investor and central bank demand.

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  • Equity Research

    Economics Weekly: Innovation and Labor Displacement

    In this Economics Weekly, Richard de Chazal looks at what is happening with the labor market, productivity growth, and the policy response to these changes.

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  • Equity Research

    The Rise of Next-Generation Brands: Strategies for Success

    Next-generation brands are revolutionizing the consumer goods landscape by employing innovative strategies that build trust and drive growth. Discover how these companies are reshaping the industry and generating new investment opportunities.

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  • Investment Management

    Inside Japan’s Digital Evolution: 3 Key Insights

    From widespread adoption of productivity tools to early excitement around AI, Japan’s digital transformation is picking up speed.

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  • Private Wealth Management

    State of Illinois Incentivizes Charitable Giving with New Legislation

    The Illinois Gives Tax Credit Act, created in 2025, aims to reverse the decline in charitable giving and provide a stable source of funding for nonprofits in Illinois.

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  • Private Wealth Management

    The A, B, C, and Ds of Medicare

    The Medicare Open Enrollment period is in effect until December 7. Review important considerations, as highlighted in an earlier Medicare presentation with Chapter, a leading Medicare advisory.

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  • Equity Research

    Transforming Specialty Care Management Through AI and Advanced Technology

    Specialty care is evolving. Discover how AI and advanced technology are tackling rising costs and long wait times to deliver improved patient outcomes.

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  • Private Wealth Management

    Business Owners Forum: Transition to Liquidity: Tax, Risk, and Opportunity for Founders and Owners

    Chris Brathwaite, partner and director of Pre-Liquidity Planning, and Andrew Hansen with our Founder-Owned Business Advisory team lead a discussion designed for business owners and founders who have recently completed—or are preparing for—a major liquidity event.

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  • Private Wealth Management

    Preparing Your Life for Liquidity: Post-M&A Success (Beyond the Financials)

    Business owners planning for a liquidity event often focus on the financials. But preparing for their post-transaction lives is just as important—and less tangible considerations should not be ignored.

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  • Investment Banking

    Aviation Services Industry Update

    Business aviation saw high points in the third quarter, with strong activity across the U.S. and Europe, while Airbus and Boeing ramped production.

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  • Private Wealth Management

    Business Owners Forum: Success Beyond Financials Post M&A

    Ryan DeVore, partner, head of Private Wealth Management, and Matt Zimmer, partner, global head of Investment Banking, provide observations, learnings, and ideas for business owners as they prepare for life post-transaction.

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  • Private Wealth Management

    Business Owners Forum: M&A Landscape

    Ryan DeVore, Head of Private Wealth Management and Matt Zimmer, Global Head of Investment Banking review the future of M&A, covering topics that include tariffs, interest rates, and regulatory oversight, as well as expectations for multiples and valuations.

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  • Equity Research

    Key Trends Shaping the Future of DevSecOps

    Understand the key trends in the rapidly evolving DevSecOps landscape and opportunities in the next wave of application security.

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures