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Monday, October 5, 2026The Morning Brief →Sign in
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Kitces

In PWD coverage since August 18, 2026 · 2 stories
PWD coverage
practice

Financial Advice 3.0 turns planning into a diagnostic business

Kitces maps the next decade from reactive advice to proactive diagnosis, and the practices that keep selling documents will watch the market move past them.
practice · Aug 18YCharts folds Zephyr SMA data into proposals; Advyzon ships AI suite
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