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Monday, September 21, 2026The Morning Brief →Sign in
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Proxima Wealth Partners

In PWD coverage since August 27, 2026 · 4 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Chris Davitt
Aug 27 · from Raymond James
Departures
None tracked.
PWD coverage
RIA

Agentic AI's 2027 budget line belongs behind the advisor

Three wealth-tech leaders put the return in the work around the meeting, making next year's technology line item a staffing decision before it is a software one.
Features · Aug 28The balance sheet is the new recruiting weapon
The Close · Aug 27The next recruiting grid is the advisor's screen
Moves · Aug 27Concurrent turns breakaway recruiting into an equity play
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