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‘A minute with’ Keelyn, discussing investment in fintech

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‘A minute with’ Keelyn, discussing investment in fintech

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MAI keeps buying RIAs, and the integration work is now the real product

MAI keeps buying RIAs, and the integration work is now the real product

MAI Capital Management has continued its RIA acquisition cadence, buying Halpern Financial ($1.2 billion, fee-only) in 2024 and Concentric Wealth Management ($662 million) in a deal effective Dec. 31, 2024, according to WealthManagement. Both transactions follow the same integration pattern: acquired teams adopt MAI branding while plugging into centralized HR, operations, and marketing, which shifts the operational burden from acquired firms to the platform. For RIA operators and consolidators, the signal is that post-close enablement, including standardized processes, shared services, and the regional president structure, is becoming the main value proposition buyers must specify, staff, and measure, not a secondary workstream after the announcement.

  • 01In MAI’s recent deals, the integration package is explicit: HR, operations, and marketing sit at the center of the offer, according to WealthManagement. Buyers competing for quality firms may need to show a similarly concrete post-close operating model, not just capital and valuation.
  • 02MAI is using a repeatable leadership pattern: founders join as regional presidents across multiple acquisitions, per WealthManagement. That’s a useful benchmark for succession planning and client retention governance, especially for firms that still run integration through ad hoc committees.
  • 03Asset metrics are being reported in different ways, AUM/AUA and “managed client assets,” across coverage of MAI, per WealthManagement. For acquirers and sellers, aligning on which asset definition drives pricing, capacity planning, and service staffing can prevent post-close KPI drift.

Sep 1, 2026

Vision to Value: Adopting AI cyber defense in telecom

Vision to Value: Adopting AI cyber defense in telecom

Telecom companies are adopting AI-driven security operations centers (agentic SOCs) to counter increasingly sophisticated cyber threats that evolve faster than human-only security teams can respond. This approach combines machine-speed AI responses with human judgment to transform security from a reactive function into a continuous strategic asset.

  • 01Telecom companies are adopting AI-driven technologies to enhance their cyber defense capabilities.
  • 02The sophistication and scale of AI-driven threats require telecom industries to continually adapt.
  • 03Implementing AI in cybersecurity offers significant benefits in efficiently managing and mitigating threats.

Sep 1, 2026

AI answers drove 6.2% of website sessions, and loyalty teams feel it first

AI answers drove 6.2% of website sessions, and loyalty teams feel it first

AI assistants are becoming a measurable traffic source, and they are taking share from the channels web teams used to control. First Page Sage’s August 2026 analysis of 218 sites found AI platform referrals rose from 0.1% of sessions in Jan. 2023 to 6.2% by July 2026, while organic search share fell from 51.3% to 42.8% and organic session volume declined 23.6%. Search Engine Land’s H1 2026 reporting adds why attribution is getting harder: Google says AI Mode reached 1 billion monthly active users and AI citation overlap across engines is thin, pushing operators toward “prompt panel” measurement instead of classic rank tracking. CX Today’s retail loyalty coverage shows the downstream effect: as discovery moves to social and AI research, loyalty programs designed around checkout have to start capturing early signals and brand presence in AI and social journeys, or they will miss the moment preference is formed.

  • 016.2% is the new benchmark for “AI assistant referral traffic,” big enough to show up in channel mix reviews and attribution models, according to First Page Sage.
  • 02AI visibility measurement is fragmenting across engines, Search Engine Land reported, so operators should treat prompt tracking more like polling than keyword ranking.
  • 03If product discovery is happening off-site, loyalty needs identifiers and benefits that travel with the customer into social and AI research, a shift CX Today highlighted in its Kobie interview.

Sep 1, 2026

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