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Tuesday, September 29, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
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Claude

In PWD coverage since September 10, 2026 · 8 stories
PWD coverage
M&A

Verdence's second deal tests whether the roll-up can staff itself

Two acquisitions since April and three open C-suite seats say the deal pipeline and the hiring plan are the same pipeline.
The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell
advisor_note · Sep 22Schwab's Q4 connector turns AI access into a custody term
practice · Sep 18Claude's advisor plug-in closes the integration gap and opens a meter
The Close · Sep 17The client record is the expensive part of plain-language AI.
practice · Sep 17Claude for advisors hits the workflow wall
The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced
practice · Sep 10XYPN buys AI-search access; the credibility behind AI answers accrues slowly
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