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Why The AI Opportunity In Wealth Management Looks More Like Sourcing Than Software

The registered investment adviser business is one of the most important — and most misunderstood — parts of financial services. In 2024, the U.S. advisory industry included 15,870 advisers serving 68.4 million clients and overseeing $144.6 trillion in assets under management (AUM). And yet it remains, structurally, a small-firm industry: …more

Family Health Agent Demo

Family Health Agent — Working Prototype A household-first, delegated, role-based prototype that demonstrates the manager loop: track what should happen next, detect what got dropped, act within bounded authority, and re-check until the work resolves. Run Daily Manager Loop Reset Demo State Household Health Graph The core data structure is …more