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Tuesday, October 6, 2026The Morning Brief →Sign in
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VastAdvisor

In PWD coverage since August 21, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 26, 26Deal announcedWealthReach — coverage
Aug 20, 26Deal announced — 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.
Deals & PE · Aug 22VastAdvisor's insider SAFE says distribution beats model quality
Deals & PE · Aug 21VastAdvisor's three insider backers are the deal
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