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Sunday, October 4, 2026The Morning Brief →Sign in
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Jump

In PWD coverage since August 20, 2026 · 14 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 28, 26Deal announcedXYPN — coverage
Sep 24, 26Deal announcedNorthwestern Mutual — coverage
Sep 9, 26Fund launchZocks · FMG Suite · Aidentified · GReminders · WealthFeed · FMG Connect · Asset-Map · Tax Status — coverage
PWD coverage
The Close

Claude for Financial Advisors draws a fiduciary objection over portfolio math

A WealthManagement.com column cites studies putting hallucination rates in the mid-to-high 80s on drawdown and optimization questions, against a promised saving of up to 80% of an advisor's time.
The Close · Sep 30Merchant's $255.9 million Ironbark stake puts AI in the capital plan
RIA · Sep 29XYPN partners with Jump to offer members discounted AI practice tools
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
The Close · Sep 25The scarce input in consolidation is now the executive bench
Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors
RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record
RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record
practice · Sep 16FMG Suite bets the follow-up email is the growth bottleneck
practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions
RIA · Sep 14Conquest's direct-to-RIA tier is a hedge on the platform channel
practice · Sep 1Advisors talk more than clients in 84% of meetings
Moves · Aug 27Osaic brings its software fight into the C-suite with first AI chief
RIA · Aug 20AI notetakers push beyond the transcript as CRM platforms close in
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