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Edition No. 052
New York · London
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Sunday, October 4, 2026
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In PWD coverage since September 12, 2026 · 3 stories
PWD coverage
practice
The AI race moves to what happens after the meeting
Salesforce's Agentic Advisor turns meeting output into prioritized action, and the practices that wire it into owned tasks first will consolidate assets and compound referrals before smaller rivals can afford the integration.
Features · Sep 12
AI has entered the client meeting, and fees haven't moved
advisor_note · Sep 12
Mariner's $175 million bot budget is a supervision purchase
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