Savvy Wealth, an “AI native” RIA with about $6B in AUM, launched Savvy Intelligence, an AI product inside its platform

The platform is designed to unify investments, tax data, and planning information into a single household-level system of record.

This pushes AI beyond notes and summaries into personalized planning, tradeoff modeling, and auditable client-ready outputs.

Wealth.com expanded Ester Intelligence and also announced a $65 million Series B raise.

Ester now synthesizes estate documents, tax returns, balance sheets, and planning logic into a unified intelligence layer advisors can query.

Ester’’s enhancements mean estate and tax workflows are becoming structured advice data, beyond its document summarization roots.

FINNY launched Hunter, an AI agent positioned as a growth engine for advisors.

Hunter learns an advisor’s niche, value proposition, differentiators, and compliance preferences, then suggests and executes campaigns.

Hunter positions FINNY as more than a tool provider but as a growth enging creating personalized content and executing tailored outreach

Anthropic launched Project Glasswing, saying its latest Claude model - not releasd yet - can exploit software vulnerabilities faster than humans can.

Project Glasswing brings together leading organizations to test and prepare for the launch of the “Claude Mythos” model with powerful new capabilities

AI will create new risks, but Anthropic seeks to accelerate vulnerability remediation faster than traditional patch & remediation processes could.

Jason Pereira, a Partner at Woodgate Financial, described using AI to build tools from plain-language specifications in WealthManagement.com.

A Senior Financial Planner at Woodgate, Pereira discussed using AI to prototype calculators, intake flows, planning micro-apps, and client education tools without waiting on vendor roadmaps.

The benefit is speed: workflow tools can be tested in hours or days rather than waiting months for vendor development. Firms with clear process pain points can increasingly build lightweight internal tools themselves.

AI wealthtech is moving from point tools to operating layers: data unification, workflow execution, and planning intelligence.

Vendors with proprietary workflow data, strong compliance controls, and measurable advisor productivity gains are better positioned than generic AI wrappers or point solutions.

Most of us have heard that AI can make mistakes (hallucinations), saying things that are simply wrong with high confidence. Fewer are watching out for AI sycophancy - AI tools’ tendency to tell you what you want to hear. Pause occasionally to tell tools like ChatGPT or Claude to challenge their assumptions, or even push back on your thinking, to ensure the AI models are giving you the best possible answer and not what it thinks you want.