AI Agents in Action: Jason Pereira's Virtual X-Men Employees

Published on June 22, 2026

Woodgate Financial's Jason Pereira explores where AI is headed in wealth management.

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Analyzing Private Investments: Why Return Distribution and Statistical Rigor Matter

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A deep dive into the analytics to consider when incorporating private investments in client’s investment portfolios.

Recordkeepers Face Existential Threats From Fees

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TRAU Pre-Roundtable Record Keeper interviews cite margin compression, technology costs and artificial intelligence uncertainties as major industry challenges heading into 2026.