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Thursday, October 1, 2026The Morning Brief →Sign in
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Jim Roth

In PWD coverage since September 13, 2026 · 2 stories
PWD coverage
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Feathery co-founder pitches firm-wide AI workflow redesign to small RIAs

Zack Khan says the choice is between single-user assistants and rebuilding workflows across a firm; the sponsored episode offers no client results.
The Close · Sep 13The AI wealth fight is now over distribution
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