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Sunday, August 23, 2026The Morning Brief →Sign in
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Advyzon

In PWD coverage since August 18, 2026 · 3 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Kevin Hughes
Aug 22 · from MoneyGuidePro
Tony Leal
Aug 22 · from MoneyGuidePro
Departures
None tracked.
PWD coverage
RIA

AI notetakers push beyond the transcript as CRM platforms close in

Meeting-capture specialists are racing to stay useful as the CRM platforms they plug into build the same features.
practice · Aug 19SEC examiners want your AI governance on the record
practice · Aug 18YCharts folds Zephyr SMA data into proposals; Advyzon ships AI suite
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