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In PWD coverage since August 14, 2026 · 3 stories

2Deals on our tracker

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Aug 16, 26Deal announcedWealthReach — coverage

Aug 12, 26Deal announcedWealthReach — coverage

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SEI adds Zocks' AI assistant to its advisor services lineup

The partnership targets the post-meeting administrative grind, and SEI's real investment is in advisor confidence.

advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network

RIA · Aug 14Amplify, WealthReach partnerships target advisor efficiency

THE DESK BRIEF

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