Curated intelligence. Field Edition for trade and home services, Research Edition for financial advisors, and The Week Wrap Up — five stories a week for RIAs. Plainspoken. To the point.
April 17, 2026 Latest
LPL-Mariner, AI Hits the CRM & the Estate-Tax Reset
Five stories a week for RIAs & IARs
Issue 002 Latest
The Price Just Moved
Week of April 6, 2026
Issue 001
The AI Shortlist Problem
Week of March 31, 2026
April 20, 2026 Latest
$31B on the Move, AI Closing In on Fees & Two Regulatory Clocks Ticking
Financial Advisor Research Edition
April 13, 2026
Tariffs, $100B in Motion & the AI Stack Setting Itself
Financial Advisor Research Edition
April 6, 2026
Markets, Estate Law & the AI Stack
Financial Advisor Research Edition