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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, September 10, 2026The Morning Brief →Sign in
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Mark Evans

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

Conquest drops 'Planning' and bets on a white-label advice engine

The audit trail behind SAM is the compliance argument; the next year's test is which platform puts SAM in front of clients.
RIA · Sep 9Conquest drops 'Planning' and pivots to AI advice
Data · Aug 18Confluence launches POINT to cut manual report-validation work
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