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Vedara Partners

Insights

Ideas worth putting to work.

The latest information on AI, workflow design, and governance for RIAs — perspectives and analysis, not only how-to's.

A strategist arranging a workflow diagram with sticky notes on a whiteboard.
Seven colorful bots organize emails, research, and tasks into a morning briefing at 5:00 a.m., with a chief-of-staff bot coordinating the crew.

AI in practice

My Bots Get Up Before I Do

By DeAnn Haley · October 14, 2026 · 4 min read

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Illustration of an advisor reviewing an AI-drafted meeting brief alongside client records, with a reminder to include time to review and verify.

AI in practice

Claude for Financial Advisors: How Much Time Comes Back to the Advisor?

By Vedara Partners · October 5, 2026 · 6 min read

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Sketchnote titled “Shadow AI: the AI your firm can’t see,” showing blocked versus unrestricted AI use, research findings, the risk, and five steps to decide on purpose.

Governance

Your Team Is Already Using AI. You Just Didn’t Choose It.

By DeAnn Haley · September 26, 2026 · 6 min read

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Infographic of an AI agent as a living system, with deployment as an event and maintenance as the ongoing operating model.

AI in practice

AI Work Is Never "One and Done"

By Vedara Partners · August 2026 · 4 min read

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