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Private Wealth Daily
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In network coverage since September 10, 2026 · 7 stories
Network coverage
Practice management

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

The directory's 244 listings include 123 agents and 121 MCP servers, following a September wave of official connectors from wealthtech platforms.
Practice management · Oct 13Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems
RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time
Practice management · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions
Moves · Sep 10The estate-planning attorney's new client is the multi-state RIA
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