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Wednesday, August 19, 2026The Morning Brief →Sign in
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WealthManagement.com

In PWD coverage since August 18, 2026 · 4 stories
PWD coverage
The Close

Louis Barajas: listen first, products later, for underserved clients

Underserved clients need listening and cultural fluency before any product — skills AI cannot replace.
The Close · Aug 19The bedsore approach to retirement marketing
practice · Aug 18RIAs push trust and estate in-house despite a thin advisor bench
The Close · Aug 18Retail SMAs on pace for $3.6 trillion by 2026
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