AI, know thyself. That's kind of what we've asked of ChatGPT in this not-so-brief industry brief. OpenAI's ChatGPT was tasked with writing a piece about the launch of Ch…
Feathery says Robin empowers financial institutions to spend less time waiting on software changes and more time building with software. To date, software has been bu…
Financial advisors do not just manage money. They manage relationships, data, and an increasingly complex technology stack. Zachary Karason is bringing a $106 million…
In a year already filled with anxiety about artificial intelligence disrupting wealth management, one of the industry’s biggest transactions has effectively combined the…
Why Technology Alone Won’t Solve Wealth Management’s Growth Problem By Mike Papedis For years, many successful financial advisors did not need a growth system. The…
Independence sounds simple until you have to run the business. The Wealth Consulting Group is betting that financial advisors want control of their practices without…
60% growth since last September puts firm ahead of goal to reach $3 billion AUM by the end of 2027. By DWN Staff: An in-house asset management platform is gaining…
Christopher Grella joins NJ Wealth Partners after more than three decades in financial services Prudential Advisors is adding an experienced New Jersey financial advi…
Client data and advisor expertise come together in new solution that scales. Building a detailed proposal for every client can take hours – and require information fr…
Former Kestra executive brings platform leadership and advisor technology experience as the communications firm approaches its 15th anniversary. The executive who led…
Pension Resource Institute and affiliated pooled employer plan firm Group Plan Systems have announced leadership changes as GPS moves to what it called a more integrated…
By DWN Staff Digital Wealth News AI Reality Check is a new series exploring one of the biggest questions facing the wealth management industry today: Where is artifi…