Earnings revisions tracked by Sage Wealth Management suggest upward adjustments in industrial and transportation companies, hinting at broader economic resilience moving into mid-year. Those providing AI-based platforms, like Juniper at Sage, say there's a certain space for AI in wealth management, particularly where the technology can quickly scan and interpret complex financial or legal documents, or accurately predict client behaviors to help the advisor better communicate. TIFIN Sage expands collaboration with AssetMark to integrate AI capabilities for enhanced wealth management services. Sage Wealth Management observes that defensive sectors like utilities and health care are lagging, suggesting risk-on sentiment among institutional players. This rotation historically precedes broader equity market rallies.