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Monday, October 5, 2026The Morning Brief →Sign in
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WealthTech Today

In PWD coverage since August 18, 2026 · 5 stories
1Deals on our tracker
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Jul 20, 26Deal announced
PWD coverage
practice

Fix the process before you buy the AI tool

An Ezra Group consultant's sequencing argument lands on the least glamorous line of the AI budget: the operations work no license covers.
practice · Aug 18A new directory catalogs nearly 50 AI agents for advisors
practice · Aug 18RMD season is the true test of an AI prompt
advisor_note · Aug 18AI agents pile up recommendations. Only advisors can turn them into advice.
practice · Aug 18Usage-based AI clauses are silently raising your next renewal
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