AI Agents for Advisors: A Basket of AI Recommendations Is Not Advice
This is the latest entry in our ongoing AI Agents for Advisors series, which looks at how agentic AI is actually being built and deployed across wealth and asset management. Earlier installments examined Rocky, a virtual chief of staff, the AI governance gap most RIAs are ignoring, whether Praktikant can automate the advisor inbox, and […]
Introducing the AI Agents Directory for Financial Advisors
If you’ve attended a wealth management conference this year, talked with software vendors, or opened your inbox recently, you’ve probably noticed one thing: everyone suddenly has an AI agent. Some vendors offer a single AI-powered workflow, others have an entire collection of specialized agents, and still others use terms like assistants, copilots, playbooks, automations, or […]
Your Tech Stack Is Getting a Divorce. Who Gets the CRM?
The most consequential technology decision an advisory firm will make in 2026 is not which AI notetaker to buy. It is whether to build on a legacy platform or an Agentic OS for financial advisors, and whether to make that choice deliberately or have it made by default. This piece is drawn from Section 4 […]
AI Agents for Advisors: Can Praktikant Automate Every Advisor’s Inbox?
The email lands at 9:04 on a Tuesday morning. A client is moving to Florida. Buried in four casual paragraphs: a state-change authorization that needs a signature, an updated property valuation that has to land in the right folder with the right name, a request to get a review meeting on the calendar, and a […]
AI Notetakers & Agentic OS for Financial Advisors: The 2026 Strategic Buyer’s Guide
1. Executive Summary AI notetakers for financial advisors are the most consequential AI purchase an advisory firm will make this year — not trading, not planning, not compliance. The AI tool quietly taking notes during client meetings has become the new control plane for the entire advisor stack. Welcome to the 2026 edition of AI […]
The Holistic Advisor Was Always the Pitch. AI Just Called the Bluff
The advisor didn’t lose the client over fees. He didn’t lose her to a robo-advisor or a wirehouse poaching call. He lost her because she uploaded her tax returns to ChatGPT, asked whether she should move to Florida, and got a cleaner answer in 90 seconds than she’d received in three years of paying him. […]
Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors
Inside the AI Revolution: Cullen Rogers on Building the AI30 and the Future of ETFs Artificial intelligence is reshaping investment flows faster than any other theme in modern markets, and ETF issuers are racing to keep up. But what does it actually look like to build an investable AI strategy backed by deep research instead […]
Moneyball for Advisors: How AI Notetakers Will be a Secret Weapon for Growth
A financial advisor at a mid-sized RIA recently lost a $20 million household—not because of poor performance or bad advice, but because of AI note-taker compliance failure. In an industry where financial advisors increasingly rely on AI meeting assistants, most firms don’t realize these tools create discoverable records that can be weaponized in litigation. But […]