As wealth management evolves, the battle may no longer be between banks and independent firms For decades, many financial advisors built careers inside banks. The arr…
“Sindhu Joseph, PhD is Founder & CEO of Cognicor, the AI intelligence layer for wealth management. She works with RIAs and enterprise wealth platforms to build the i…
Marketing Intelligence System is an internal AI-powered platform that helps FMG teams streamline workflows and improve execution By DWN Staff FMG has announced th…
By Jeff Nash In 2025, over 11,000 experienced financial advisors (those with 3-plus years in the industry) switched firms. This represents a 16% increase from the pre…
Alliance combines Haven Tower’s advisory and wealth platform PR and marketing offering with Cardinal’s PE-focused communications experience By DWN Staff Private eq…
FMG’s Mark Casady on how advisors can optimize results If you wait long enough, old styles come back in vogue. In wealth management, while organic growth has never be…
By Marypat Ganley, Sycamore Company In wealth management, compensation is so much more than a back-office function. It’s a firm’s foundation of advisor trust, retenti…
CogniCor’s Advisor Copilot Drives Efficiencies, Making Users “Better Advisors” Plancorp Wealth Management saved time using an AI-enabled platform, according to a new…
Northwestern Mutual Private Client Group’s Socium Advisors and Amplify Wealth Partners have announced a merger that will create one of the largest firms in the network.…
Artisancap, a Los Angeles-based hybrid Registered Investment Advisor recently announced an expansion of its nationwide community of affiliated advisors as well as its as…
The Fairfield, Iowa-based wealth management firm, Cambridge Investment Research, recently launched Indy, its proprietary AI-powered chat assistant, it announced in a pre…
Retirement accounts are supposed to represent the future, but for many investors the experience still feels stuck in the past: There’s still forms, signatures and slow…