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In network coverage since September 10, 2026 · 9 stories

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Practice management

Devon Klumb tells advisors to expect AI questions before meetings

A 2026 Betterment Advisor Solutions survey of 1,001 U.S. advised investors found 75% use AI for financial tasks and 3% would consider replacing their advisor with an AI-powered alternative.

Practice management · Oct 20Michael Kitces: AI's main effect will be deeper client engagements

M&A · Oct 8Alaris CEO Allen Darby bets AI will cut RIA sale valuations

Sectors · Sep 29Bain report sizes the $4.2 trillion AI revenue gap behind data center capex

Insurer portfolios · Sep 23AI turns growth equity into a manager-selection test

The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell

The Close · Sep 17The client record is the expensive part of plain-language AI.

The Close · Sep 16Universities are quietly building the advisor competency standard

Practice management · Sep 10XYPN buys AI-search access; the credibility behind AI answers accrues slowly

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Devon Klumb tells advisors to expect AI questions before meetings