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Most read this week

01
Capital Stack

The Sponsor Is the Scarce Input

Forty years on the capital side of the table, and why the relationships that matter are built for t…

By DWN-team
02
PRESS RELEASES

Mercer Advisors Expands Partnership with Arch, Cutting Alternatives Operating Costs by 40% and Saving 7,000+ Hours a Year

The Mercer Advisors and Arch Partnership brings AI-powered private markets operations to a firm ser…

By DWN-team
03
PRESS RELEASES

Forms Logic Collaborates with Orion to Streamline Advisor Transitions

Forms Logic’s Migrator Technology capabilities to integrate as part of Orion’s Advisor Transition E…

By DWN-team
04
Family Office Focus

The Ballot Is Stronger than the Bullet- Is Your Family Office Prepared?

When family offices look at an upcoming U.S. election, it is rarely about who wins; it's about how…

By DWN-team
05
Industry Briefs

AI in Wealth Management: Where We Are and What Comes Next

it is difficult to strategize how an ever-evolving resource like AI will influence your firm’s stra…

By DWN-team
06
The Governance Desk

Why Family Offices Keep Hiring the Wrong First Employee

Family offices often hire for the institution they hope to resemble, but many of those offices get…

By DWN-team

DWN AI Index™

AI Education

Series archive
Advisor Tech Talk (Week of 11/2/26)

Advisor Tech Talk (Week of 11/2/26)

In our weekly Advisor Tech Talk column, we cover the latest wealthtech industry news from Zocks, Envestnet, SEI, Orion,…

By Christopher Robbins

AI & Finance

Series archive
AI EDUCATION: What Is Emotion AI?

AI EDUCATION: What Is Emotion AI?

We're building artificial intelligence that can read and respond to human emotions. Does this mean AI is learning to fe…

By Christopher Robbins

Fintech Views

Series archive

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