Datalign Advisory Opens Custom AI Agent Platform for Wealth Management Firms

Published on March 18, 2026

Compliance-by-design framework allows firms to build branded agents grounded in their own content, philosophy and data for client-facing interactions.

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Court Kills Biden-Era Fiduciary Rule

March 17, 2026
The Texas District Court decision represents a win for several industry groups that originally sought to throw the rule out, including the American Council of Life Insurers.

Summit Stakes $1.2B RIA Signet Financial Management

March 18, 2026
Signet, also a Merchant-backed RIA, represents the second-largest firm Summit has onboarded to date.