Agentic AI 101 for Advisors as Anthropic Launches Wealth Management Tools

Published on February 27, 2026

Anthropic's new Claude CoWork plugins for wealth management could disrupt the growing ecosystem of AI middleware providers serving advisory firms with automated analysis tools.

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A World Without the ‘Dot Plot’?

February 27, 2026
As speculation builds around a Warsh-led Federal Reserve, the prospect of eliminating the ‘dot plot’ could mark a major shift in forward guidance—potentially increasing rate volatility and reshaping how fixed income markets price policy risk.

Panel: How AI Is Driving Organic Growth Opportunity, Accountability

February 27, 2026
Artificial intelligence is making its way into client lead generation and follow-through for those advisors willing to try it, according to advisors speaking at Orion’s annual conference.