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The advisor's edition — practice, portfolio, and the book.
Saturday, August 29, 2026The Morning Brief →Sign in
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Peter Dun

In PWD coverage since August 28, 2026 · 1 story
PWD coverage
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Feathery's AI assistant makes bespoke proposals an operations problem

The real test is whether a firm can codify its pitch without boiling it down to a template.
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