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Saturday, October 3, 2026The Morning Brief →Sign in
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eMoney

In PWD coverage since August 14, 2026 · 4 stories
PWD coverage
RIA

Agentic AI's 2027 budget line belongs behind the advisor

Three wealth-tech leaders put the return in the work around the meeting, making next year's technology line item a staffing decision before it is a software one.
practice · Sep 3Altruist's $3,600 AI planner takes aim at planning's Big Three
Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem
Data · Aug 14Advisor360 CEO: AI resets trust in wealth software
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