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Tuesday, September 1, 2026The Morning Brief →Sign in
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Jump

In PWD coverage since August 20, 2026 · 3 stories
PWD coverage
practice

Advisors talk more than clients in 84% of meetings

Jump's analysis of nearly 12,000 client meetings gives practices a number to beat, and an opening question to get there.
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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