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Zocks

In network coverage since August 20, 2026 · 11 stories

2Deals on our tracker

Deal recordFull tracker →

Oct 19, 26Deal announcedLPL Financial — coverage

Sep 9, 26Fund launchJump · FMG Suite · Aidentified · WealthFeed · FMG Connect · Asset-Map · Tax Status · GReminders — coverage

Network coverage

practice

Jump links FMG content to follow-ups; Zocks partners with LPL

Jump flags firm-approved FMG pieces for the advisor to send or drop; Zocks syncs conversation data to LPL's WealthVision Premium planning tool.

practice · Oct 13Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems

RIA · Sep 21Schwab's Claude deal sells data terms, not a better model

practice · Sep 16FMG Suite bets the follow-up email is the growth bottleneck

RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time

practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions

RIA · Sep 14Anthropic's RIA play runs through seven integration partners

RIA · Sep 14Conquest's direct-to-RIA tier is a hedge on the platform channel

Moves · Aug 27Osaic brings its software fight into the C-suite with first AI chief

the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails

RIA · Aug 20AI notetakers push beyond the transcript as CRM platforms close in

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