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WealthTech Today

In PWD coverage since August 18, 2026 · 5 stories
1Deals on our tracker
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Jul 20, 26Deal announced
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practice

Fix the process before you buy the AI tool

An Ezra Group consultant's sequencing argument lands on the least glamorous line of the AI budget: the operations work no license covers.
practice · Aug 18A new directory catalogs nearly 50 AI agents for advisors
practice · Aug 18RMD season is the true test of an AI prompt
advisor_note · Aug 18AI agents pile up recommendations. Only advisors can turn them into advice.
practice · Aug 18Usage-based AI clauses are silently raising your next renewal
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