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84% of Wealth Managers Demand AI Overhaul, Only 7% Build Agentic Tools

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84% of Wealth Managers Demand AI Overhaul, Only 7% Build Agentic Tools

New York – September 28, 2026 -- Eighty-four percent of global wealth management firms say their operating models need a fundamental redesign to capture AI's full value, yet fewer than 10% report being prepared for that shift, according to a new HCLTech study.

The report, titled "Hidden In Pl(AI)n Sight," is based on a synthetic research methodology surveying 1,066 AI personas modeled on senior wealth management decision-makers across 17 global markets. It was produced in partnership with research firm Evidenza.

Adoption outpaces agentic AI deployment by a wide margin

While 98% of leadership teams in the sector are actively pursuing an AI agenda, only slightly more than 7% are building agentic AI capabilities, the study found. HCLTech attributes the gap to firms funding AI primarily for efficiency gains rather than structural transformation.

Balto Launches Kodi, an AI Coworker That Executes Contact Center Fixes

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Balto Launches Kodi, an AI Coworker That Executes Contact Center Fixes

St. Louis – September 28, 2026 -- Balto Software has launched Kodi, an AI coworker for contact center leaders that moves beyond generating insights to directly executing approved changes across the tools teams use to run daily operations.

Kodi investigates problems and implements fixes without manual handoffs

Kodi can investigate underlying customer interactions, identify factors driving a given outcome, and present evidence before recommending a course of action. Once a leader reviews and approves the recommendation, Kodi executes it directly within Balto's platform through Agent Assist, coaching modules, QA scorecards, compliance scorecards, Notes, dynamic prompts, checklists, dashboards, and data fields.

Kyle Jones, VP of Product at Balto, said most insights tools stop at identifying a problem, while Kodi is designed to carry the process through to execution inside the platform.

Fulcrum Launches AI Certificate Workflow, Cuts Issuance to Under a Minute

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Fulcrum Launches AI Certificate Workflow, Cuts Issuance to Under a Minute

San Francisco – – September 28, 2026 -- Fulcrum has launched a certificate workflow that turns an emailed request into a complete, endorsement-ready certificate in under a minute, built on the same policy data the platform already uses for policy checking and proposal generation.

Fulcrum reads the policy instead of filling a template

The workflow parses the inbound request and any attached contract, compares the demanded coverage against what the client's policy actually provides, and flags requests the policy cannot satisfy before an account manager commits to anything. It locates the relevant endorsement forms inside the policy itself, pulls them, sorts them by the situation they apply to, and attaches them, using description-of-operations language the agency has already approved and shaped to each client's preferences. Account managers review and approve every certificate before it issues.

Vertafore Launches AI Agent Cutting Document Search Time 90%

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Vertafore Launches AI Agent Cutting Document Search Time 90%

Denver – September 28, 2026 -- Vertafore has launched its Velocity Document Intelligence Agent, an AI tool that cut document research time by up to 90% in early testing, reducing tasks that took 20 minutes to just two minutes.

AI agent automates research across insurance documents

Available within Vertafore's ImageRight platform, the Document Intelligence Agent lets agency, MGA, and carrier teams ask questions in natural language to search across Word documents, spreadsheets, PDFs, images, and emails. The tool synthesizes answers with document- and page-level source citations, using contextual meaning rather than keyword matching to surface relevant information.

Sterling Organization Buys $277,057-SF Grocery-Anchored Portfolio for SUP Fund

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Sterling Organization Buys $277,057-SF Grocery-Anchored Portfolio for SUP Fund

West Palm Beach – September 28, 2026 -- Sterling Organization has acquired a three-property, grocery-anchored shopping center portfolio totaling 277,057 square feet on behalf of its Sterling United Properties (SUP) fund series. The portfolio is 99% leased collectively and spans two California assets and one Hawaii property, each anchored by a Safeway supermarket.

Portfolio combines Bay Area and Honolulu assets across 277,057 square feet

The acquisition includes Safeway Burlingame, a 70,174-square-foot center that is 100% leased, and Pleasanton Gateway Shopping Center, a 128,275-square-foot property that is 99% leased, both in the San Francisco Bay Area. The third asset, Kapahulu Shopping Center in Honolulu, totals 78,608 square feet and is 97% leased, marking Sterling's first investment in Hawaii.

75 Million Americans Lack Access to Vascular Surgeon, ACS Data Shows

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75 Million Americans Lack Access to Vascular Surgeon, ACS Data Shows

Rosemont, Ill. – September 28, 2026 -- More than 75 million people in the United States live in a county without a vascular surgeon, according to new county-level data released by the American College of Surgeons (ACS), exposing a care gap as the population most vulnerable to vascular disease grows sharply toward 2030, when all baby boomers will be at least 65.

New mapping tool counts just 4,685 vascular surgeons across 3,144 U.S. counties

The ACS Surgical Workforce Mapping Tool, built with the Society for Vascular Surgery (SVS), found an average of 1.4 vascular surgeons per 100,000 people nationwide. While 290 hospital referral regions contain at least one vascular surgeon, 2,320 counties within those same regions have none, showing that regional averages mask local access failures.

Charter's Spectrum Deploys 1,000+ Edge Data Centers for AI, Robotics

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Charter's Spectrum Deploys 1,000+ Edge Data Centers for AI, Robotics

Stamford, Conn. – September 28, 2026 -- Charter Communications' Spectrum brand has activated compute capacity across more than 1,000 owned and operated edge data centers, placing processing power within 10 milliseconds of 500 million connected devices in U.S. homes and businesses.

The buildout, branded Edge Compute Infrastructure (ECI) and powered by NVIDIA accelerated computing platforms, combines Spectrum's fiber network with distributed facilities to move AI processing closer to where data is generated -- a requirement as AI shifts from answering text prompts to controlling physical machines such as robots and sensors.

Kubota Awards $500,000 to 10 Nonprofits via Hometown Proud Grants

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Kubota Awards $500,000 to 10 Nonprofits via Hometown Proud Grants

Grapevine, Texas – September 28, 2026 -- Kubota Tractor Corporation has named ten community nonprofits as winners of its 2026 Hometown Proud grant program, each receiving $25,000 in cash and $25,000 toward Kubota equipment purchases, totaling $500,000 in combined funding and machinery across the country.

Program draws more than 1,100 applications in its sixth year

Kubota's review process selected 10 winners from over 1,100 submissions, covering agricultural education, workforce development, food security, youth empowerment and environmental stewardship projects. Since the program launched, Kubota has distributed more than $2.9 million in total funding and equipment to hometown initiatives nationwide.

John Hancock Expands IUL, Term Life Products With Vitality Access

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John Hancock Expands IUL, Term Life Products With Vitality Access

Boston – September 28, 2026 -- John Hancock has expanded its protection insurance portfolio, enhancing its Protection Indexed Universal Life solution (Protection IUL 26) and its term life insurance suite to give financial professionals more tools for addressing clients' long-term planning needs.

Longevity Preparedness Index shows US adults score just 60 out of 100

John Hancock's 2025 Longevity Preparedness Index, developed with the MIT AgeLab, found that U.S. adults averaged only 60 out of 100 in overall preparedness for longer lives. The study, based on a representative sample of 1,307 Americans surveyed between May 14 and June 5, 2025, found planning needs extend across health, care, housing, community, and major life transitions—beyond a single financial goal.

Conifers Named Leader in IDC MarketScape for AI SOC Platforms

Dallas – September 28, 2026 -- Conifers has been named a Leader in the IDC MarketScape: Worldwide Standalone AI SOC Platforms 2026 Vendor Assessment (doc # US54127026, September 2026), the company announced.

Conifers' CognitiveSOC platform unifies fragmented security operations into one adaptive system

The recognition arrives as security operations centers confront autonomous agents built on frontier models capable of discovering vulnerabilities and moving across systems at machine speed. Conifers built its CognitiveSOCTM platform to connect threat intelligence, threat hunting, detection engineering, investigation, and remediation into a single continuously adapting operating layer, replacing disconnected tools and manual handoffs. Every CognitiveSOC decision includes a reasoning trace analysts can inspect, with machine-speed actions constrained by permissions, policies, and approval thresholds set by security teams.

LabWare Launches Cloud Compliance Platform for Water Utilities

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LabWare Launches Cloud Compliance Platform for Water Utilities

New Orleans – September 28, 2026 -- LabWare has launched LabWare WATER, a cloud-based SaaS platform designed to help smaller municipal water utilities manage sampling, laboratory testing, documentation, and regulatory reporting from a single system.

LabWare unveils WATER platform to cut compliance paperwork for utilities

The solution targets utilities that test in-house, outsource to contract laboratories, or run hybrid operations, replacing spreadsheets and paper records with a unified SaaS system. LabWare WATER covers the full compliance lifecycle, from scheduling monthly, quarterly, annual, and event-driven sampling to tracking chain-of-custody documentation and flagging exceedances, missing results, and overdue reporting deadlines.

Daedal Systems Raises $4.035M to Standardize Fusion Plasma Diagnostics

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Daedal Systems Raises $4.035M to Standardize Fusion Plasma Diagnostics

Toronto – September 28, 2026 -- Daedal Systems has raised US$4.035 million to build and deploy its first standardized plasma diagnostic systems with pilot customers in the fusion industry. OMERS Ventures led the round, joined by Garage Capital, Panache Ventures, Ripple Ventures, MaRS Investment Accelerator Fund and a group of angel investors.

Funding will build three diagnostic systems for pilot deployment

Daedal will use the capital to construct its first three diagnostic systems and deploy prototypes under contract with pilot customers. The company has also established a research partnership with the University of Wisconsin-Madison.

Gotion Wins 75% of Saudi Arabia's First Utility-Scale BESS Tender

Riyadh – September 28, 2026 -- Saudi Power Procurement Company (SPPC) has awarded China's Gotion High-Tech 6 GWh of battery storage capacity in the kingdom's first utility-scale energy storage program, giving the supplier roughly 75% of the total tender.

Gotion secures all three core sites in $1.16 billion G1 project

The G1 project totals 2 GW/8 GWh and carries an estimated value of $1.16 billion. Gotion secured all three anchor sites—Al Muwayah, Haden and Al Kahafa—each rated at 500 MW/2 GWh, making it the single largest technology supplier in the program. The award marks the first international large-scale deployment of Gotion Grid, the company's utility-scale storage system.

Heidi Launches AI Agents to Execute Clinical Admin Tasks, Not Just Log Them

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Heidi Launches AI Agents to Execute Clinical Admin Tasks, Not Just Log Them

Melbourne – September 28, 2026 -- Heidi, the AI Care Partner used across global health systems, unveiled Heidi II, a platform upgrade that executes the administrative work surrounding patient visits rather than merely documenting them, the company announced.

Heidi supports 2.8 million weekly patient visits and surfaces 10 million follow-up tasks

Until now those tasks were handed back to clinicians to complete manually. The average doctor spends 8.7 hours a week, or 16.6% of working hours, on administration spread across four to six separate systems per visit, according to Heidi.

Heidi's Scribe has recorded 175 million visits and 67 million clinical hours to date

Heidi Evidence has answered more than 10 million clinical queries since launch, and the platform has surfaced over 400 million follow-on tasks since February 2024.

ISC2 Names Brionne Dawson EVP for Advocacy Amid AI Policy Push

Alexandria, Va. – September 28, 2026 -- ISC2, the nonprofit membership organization representing more than 270,000 certified cybersecurity professionals, has appointed Brionne Dawson as Executive Vice President for Advocacy, tasking her with elevating practitioner voices in policy debates over AI adoption, cyber resilience and workforce development.

Dawson joins ISC2 from Google after leading government affairs across 120-plus markets

Dawson brings more than two decades of experience in technology policy, government affairs and commercial diplomacy. She most recently led international government affairs for emerging markets across more than 120 countries at Google, later serving as Head of Middle East and Africa, where her portfolio covered AI policy, cybersecurity, cloud computing, digital trade and cross-border data flows.

85% of US, UK Donors Cite Affordability Crisis Limiting Giving, Kiva Poll Finds

SAN FRANCISCO – September 28, 2026 -- More than 4 in 5 adults in the United States (85%) and United Kingdom (86%) say cost-of-living pressures have stopped them from donating or donating more over the past six months, according to a new Harris Poll survey of over 3,000 adults commissioned by nonprofit lender Kiva.

Despite the squeeze, 77% of U.S. and 80% of UK adults still gave money in some form during the same period, the survey found. The data lands against a backdrop tracked by Giving USA, which recorded record total charitable giving of $617.20 billion even as individual donors' share of that total slid from roughly 80% in past decades to 64% today.

Submer Group Launches Corenix, Names Ex-Johnson Controls Exec CEO

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Submer Group Launches Corenix, Names Ex-Johnson Controls Exec CEO

Houston – – September 28, 2026 -- Submer Group has launched Corenix, a modular data center infrastructure company targeting neoclouds, hyperscalers, and AI operators, and named former Johnson Controls executive Martin Renkis as chief executive.

Corenix builds AI data center modules on NVIDIA reference designs

Corenix designs, manufactures, and factory-tests complete data center modules covering IT, power, cooling, and networking before shipping them to project sites for installation, commissioning, and operational readiness. The company positions itself at the deployment layer of AI infrastructure, offering a single accountable team from factory integration through on-site go-live.

Paze Replaces PayPal as Phoenix Suns Jersey Patch Sponsor

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Paze Replaces PayPal as Phoenix Suns Jersey Patch Sponsor

Phoenix – September 28, 2026 -- Paze will replace PayPal as the Official Jersey Patch Partner of the Phoenix Suns starting with the 2026-27 NBA season, under a multi-year deal announced by the team and Early Warning Services, LLC, the Arizona-based company behind Paze and Zelle.

Paze logo takes upper-left jersey position previously held by PayPal

The Paze logo will appear on the upper left side of all Suns uniforms once the new season tips off. Suns and Phoenix Mercury CEO Josh Bartelstein said the patch process was competitive, with Early Warning selected for its Arizona roots and payments history spanning Zelle to Paze.

ID.me Names Credit Karma's Wright CLO, Mastercard's Whelan EVP Engineering

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ID.me Names Credit Karma's Wright CLO, Mastercard's Whelan EVP Engineering

McLean, Va. – September 28, 2026 -- ID.me, the digital identity wallet serving over 170 million users, has appointed Susannah Stroud Wright as Chief Legal Officer and Darragh Whelan as Executive Vice President of Engineering, expanding its executive team as the company scales AI-driven identity verification across federal and state agencies.

Civil Infrastructure Platform Hits IEC 62443-4-1/4-2 Compliance

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Civil Infrastructure Platform Hits IEC 62443-4-1/4-2 Compliance

San Francisco – September 28, 2026 -- The Civil Infrastructure Platform (CIP), an open source project hosted by the Linux Foundation, has achieved compliance with IEC 62443-4-1 and IEC 62443-4-2, becoming one of the first open source initiatives to reach this level of industrial cybersecurity alignment.

CIP compliance cuts adopter security work by up to 70%

CIP estimates that manufacturers building on its security processes, technical capabilities and reusable artifacts can reduce their IEC 62443 compliance effort by up to 70%, while retaining responsibility for requirements specific to their own products and deployments.