The elephant in the wealthtech room just got a little heavier. Yep, we’re talking about AI once again here in Advisor Tech Talk, with a huge column of headlines b…
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…
We trust our readers. Maybe too much. That’s why we’ve become a little lazy and lax in our approach to putting together AI & Finance (and our other hand-written…
Each week we find a new topic for our readers to learn about in our AI Education column. How do you keep a dying person’s heart beating? One step at a time. It’s…
This week we continue our series on the top 5 VC-funded deals in AI. This week our overall AI venture capital activity retained its strength from prior…
Artificial intelligence is big. So big that we have to wonder some times if and when it will come crashing down on us. Now, we recently asked if AI infrastructure an…
Rather than being dominated by the release of a single new model, the week's headlines highlighted four major themes shaping the industry: AI security following revelati…
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…
Reality bites. Wealthtech is much more interesting! We’re coming down to earth after a second (!) summer vacation, this one spent with dear family members in the…
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…
We might end up missing the AI boat even though we showed up to the dock on time—because we never bothered to learn to sail correctly. Welcome to AI & Finance, w…