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Monday, August 24, 2026The Morning Brief →Sign in
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AdvisorFinder

In PWD coverage since August 18, 2026 · 3 stories
PWD coverage
portfolio

Alfa Prime turns the investment committee into software

The multi-model AI 'investment committee' debuts with a small cohort of institutional partners, leaving advisors to wait for the validation that earns client-portfolio trust.
the_wrap · Aug 21Stash adds 401(k) rollovers to its app; Voya lands D.C. recordkeeping
Data · Aug 18AdvisorFinder Intelligence grades RIAs' AI visibility
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