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The adoption-value gap numbers most firms miss
Schwab puts 63 percent of RIAs on AI. Only 10 percent have strategy behind it. The gap nobody is sizing is the one that decides the next five years.
Which AI vendors are adding fragmentation vs capability
TIFIN, Advisor360, BetaNXT, Envestnet, Orion are all shipping AI layers. Firms paying for four overlapping subscriptions will be first to push back. We read the plumbing, not the pitch deck.
Why aggregation is 2026's foundational decision
Three of the top four barriers to AI scale trace back to data. Every competitive advantage firms want to build over the next five years sits on aggregation. We unpack what this means for your 2026 roadmap.