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In network coverage since August 20, 2026 · 14 stories

3Deals on our tracker

Sep 28, 26Deal announcedXYPN — coverage

Sep 24, 26Deal announcedNorthwestern Mutual — coverage

Sep 9, 26Fund launchZocks · FMG Suite · Aidentified · GReminders · WealthFeed · FMG Connect · Asset-Map · Tax Status — coverage

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The Close

Claude for Financial Advisors draws a fiduciary objection over portfolio math

A WealthManagement.com column cites studies putting hallucination rates in the mid-to-high 80s on drawdown and optimization questions, against a promised saving of up to 80% of an advisor's time.

The Close · Sep 30Merchant's $255.9 million Ironbark stake puts AI in the capital plan

RIA · Sep 29XYPN partners with Jump to offer members discounted AI practice tools

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

The Close · Sep 25The scarce input in consolidation is now the executive bench

Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors

RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record

RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record

practice · Sep 16FMG Suite bets the follow-up email is the growth bottleneck

practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions

RIA · Sep 14Conquest's direct-to-RIA tier is a hedge on the platform channel

practice · Sep 1Advisors talk more than clients in 84% of meetings

Moves · Aug 27Osaic brings its software fight into the C-suite with first AI chief

RIA · Aug 20AI notetakers push beyond the transcript as CRM platforms close in

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Claude for Financial Advisors draws a fiduciary objection over portfolio math

The Morning Brief