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Sunday, October 4, 2026The Morning Brief →Sign in
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Will Trout

In PWD coverage since August 14, 2026 · 11 stories
PWD coverage
practice

Claude for advisors hits the workflow wall

The connectors are the proof of concept, and the practices that never wrote down a baseline will have no way to know whether the tool moved anything.
The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced
M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional
practice · Sep 10Bain's Vestmark buy makes the next renewal a negotiation
move · Sep 9Banks' upstream push hands RIAs their next breakaway wave
move · Aug 27Vanguard's Altruist bet reprices every RIA custody renewal
portfolio · Aug 27Schwab's SIPC sweep switch demands a client cash policy
M&A · Aug 26Vanguard's $4.6B Altruist bet raises the custody stakes
practice · Aug 25Edward Jones's $5,000 robo is a bet on the handoff
practice · Aug 20Edward Jones's $5,000 digital pilot makes the advisor network the product
Data · Aug 14CFPB poised to let big banks charge billions in data fees
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