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Zeplyn

In PWD coverage since August 14, 2026 · 7 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 16, 26Deal announcedCharles Schwab — coverage
PWD coverage
The Close

Claude for Financial Advisors draws a fiduciary objection over portfolio math

A WealthManagement.com column cites studies putting hallucination rates in the mid-to-high 80s on drawdown and optimization questions, against a promised saving of up to 80% of an advisor's time.
Features · Sep 19Wealth tech's margin moves to the governed record
The Close · Sep 18Envestnet's real release is the record under the dashboard
The Close · Sep 17The client record is the expensive part of plain-language AI.
practice · Aug 18SEI adds Zocks' AI assistant to its advisor services lineup
advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network
RIA · Aug 14Amplify, WealthReach partnerships target advisor efficiency
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