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FINNY AI

In PWD coverage since August 17, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 16, 26Deal announcedLPL Financial — coverage
PWD coverage
practice

FINNY prices marketing on a share of the assets it wins

A $50 monthly platform fee plus a 20-basis-point asset charge makes marketing a recurring cost of growth.
RIA · Aug 17FINNY AI swaps flat fees for a cut of new assets
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.