By DWN Staff Moving a financial advisors business from one firm to another sounds straightforward. In reality, it can involve hundreds of client accounts, stacks of p…
Mergers and acquisitions in U.S. wealth management picked up speed in the first half of 2026. Technology is making scale even more important. Mergers and acquisitions…
Fast-growing wealthtech provider says it is meeting the industry’s client data challenge with an intelligent operating layer By DWN Staff Artificial intelligence h…
Platform standardizes money-in-motion intelligence to helps firms drive organic growth By DWN Staff WealthFeed, the New York-based FinTech firm that helps wealth…
San Francisco-based Feathery is using artificial intelligence for advisor transitions. In the first quarter of this year, it says it’s moved $2 billion in client assets.…
Fairfield, Iowa-based Cambridge Investment Research has appointed former Onsemi IT leader Erik Smyer as Vice President, Infrastructure and Operations. Smyer will lead…
As AI and other emerging technologies reshape how investors think about markets, risk and long-term impact, Caprock is adding a senior leader focused on helping wealthy…
The fight for financial advisors could be getting more intense. The latest example comes from Prudential Advisors. The wealth management business of Prudential Financ…
The path used to be predictable for successful financial advisors building a practice inside a bank or wirehouse. A successful financial advisor built a practice insi…
Pacific Life recently announced that it has enhanced its registered index-linked annuity (RILA), Pacific Protective Growth, creating opportunities to track market indexe…
By DWN Staff DataDasher AI, an artificial intelligence platform built to automate advisor workflows, has appointed wealth management executive Kevin Beard to its advi…
By DWN Staff Fairfield, Iowa-based financial solutions firm Cambridge Investment Research recently announced that it added about $25 million in recruited advisor reve…