Before You Turn On AI, Treat It Like a New Hire

Published on October 15, 2026

Having a tool available and a firm being ready are two different things.

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Q3 M&A Deal Volume Cools, But Consolidators May Yet Drive a Record 2026

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Reports from DeVoe, Piper Sandler and Fintrx show a lighter third-quarter deal market, but the analysts see no signs of slowing among capital-backed RIA consolidators.

Schwab Tags Wealth Advice as Key Growth Area, Investment Focus

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On a third-quarter earnings call, CEO Rick Wurster said Schwab Wealth Advisory is a growth opportunity for the firm; separately, he noted that the firm is working on a proprietary version of the popular long-short investment strategy.