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Monday, September 21, 2026The Morning Brief →Sign in
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PractiFi

In PWD coverage since August 20, 2026 · 9 stories
PWD coverage
The Close

The client record is the expensive part of plain-language AI.

AdvisorCRM and Zeplyn make tool-building nearly free, leaving the money with whoever holds a governed, permissioned copy of the client record.
practice · Sep 17Claude for advisors hits the workflow wall
The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced
RIA · Sep 11Agentic AI's 2027 budget line belongs behind the advisor
Data · Aug 30The meeting is the new AI battleground
RIA · Aug 28AI's wealth payoff now runs through the client meeting
The Close · Aug 27The next recruiting grid is the advisor's screen
RIA · Aug 27Practifi's Sentir folds AI into the CRM's core
RIA · Aug 20AI notetakers push beyond the transcript as CRM platforms close in
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