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Sunday, October 18, 2026The Morning Brief →Sign in
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Seth Sprinkle

Morningstar · Reported Aug 28
In network coverage since August 26, 2026 · 2 stories
Network 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.
advisers · Aug 26Plan advisers get an AI research tool with a source trail
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