Wall Street Journal columnist Jason Zweig once described his job as writing about the same ideas “between 50 and 100 times a year” without sounding repetitive.¹
Modera Wealth Management CEO Tom Orecchio joined fellow industry leaders on September 15th at Future Proof Festival for “The Succession Reality Check: Data, Deal Structures, and How to Actually Get It Done.”
As part of the Wealth Management by Informa 2026 Midyear Outlook, Modera President Joe McCuine shared “How to Build an AI Ready Wealth Management Firm,” which describes strategic uses of AI to improve advice, strengthen client relationships and help employees conduct their best work.
WESTWOOD, N.J., October 21, 2026 ─ Modera Wealth Management, LLC (“Modera”), a fee-only wealth management firm serving individuals, families, business owners, and nonprofit organizations, today announced it has launched Mira, a proprietary agentic AI-powered platform.
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