Milemarker Launches Advisory Firm MCP AI Server

Published on September 22, 2026

The Snowflake-native platform's new server connects advisory firms to more than 140 custodians, CRMs, portfolio systems and planning tools through a single governed interface.

Continue reading on website
Other news

A Practical Take on Longevity for Advisors & Clients

September 22, 2026
Longevity optimists believe advances in geroscience, biotechnology, artificial intelligence, and other fields could significantly extend both health span and lifespan. Living healthy into our late 90s, and perhaps beyond 100 for many, should be taken seriously when thinking about our personal and financial futures.

Do Index Funds Really Make Stocks More Volatile?

September 22, 2026
A new study says not the way you think.