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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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PractiFi

In PWD coverage since August 20, 2026 · 9 stories
PWD coverage
The Close

The client record is the expensive part of plain-language AI.

AdvisorCRM and Zeplyn make tool-building nearly free, leaving the money with whoever holds a governed, permissioned copy of the client record.
practice · Sep 17Claude for advisors hits the workflow wall
The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced
RIA · Sep 11Agentic AI's 2027 budget line belongs behind the advisor
Data · Aug 30The meeting is the new AI battleground
RIA · Aug 28AI's wealth payoff now runs through the client meeting
The Close · Aug 27The next recruiting grid is the advisor's screen
RIA · Aug 27Practifi's Sentir folds AI into the CRM's core
RIA · Aug 20AI notetakers push beyond the transcript as CRM platforms close in
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