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Friday, August 28, 2026The Morning Brief →Sign in
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In PWD coverage since August 28, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Aug 26, 26Deal announcedPitchBook · Morningstar — coverage
PWD coverage
RIA

AI's wealth payoff now runs through the client meeting

Practifi's Sentir, Morningstar's Gemini deal, and AssetMark's Talk Tracks all target the advisor-client conversation; which one lands depends on how clean the underlying data is.
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