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Private Wealth Daily
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Kitces Research

In network coverage since August 29, 2026 · 7 stories
Network coverage
Practice management

87% of firms use or pilot AI; 6% run agentic tools inside workflows

F2 Strategy's Q2 2026 Trend Report surveyed 40 leading RIAs, wealth management firms and broker-dealers representing $8.6 trillion in assets and found a very weak correlation between AI technology spending and measurable business value.
Practice management · Sep 28Kitces research ties client service calendars to faster referral growth
The Advisor's Note · Sep 15Schwab prices AI at $240 a seat
Recruiting & transitions · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets
Practice management · Sep 14Career changers cost more up front and less in churn
Practice management · Sep 8Salesforce bets advisor AI on follow-through, not note-taking
Practice management · Aug 29The plan is the product. Advisor calendars haven't caught up
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