Industry Briefs
Zachary Karason Joins Prudential Advisors With $106 Million Practice
Financial advisors do not just manage money. They manage relationships, data, and an increasingly complex technology stack.
Zachary Karason is bringing a $106 million client business to Prudential Advisors. The Cleveland-based advisor joined the firm...
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THE TAYLOR REPORT
The Taylor Market Report – A Tribute To Bill
A Tribute to Bill Taylor
It is with heavy hearts that we acknowledge the passing of Bill Taylor on July...
Top 5 Deals of the week
Top 5 VC Deals of the Week in AI (9/2/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity lost some momentum...
Top 5 VC Deals of the Week in AI (8/26/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity maintained its momentum...
FINTECH VIEWS
The Wealth Management Tech Stack Is Broken, But It’s Not a...
By Mike Overdorf, Founder and President, The Sycamore Company
As industry leaders look to modernize their tech stack, advisor-facing tools are usually placed at the...
Getting Enterprise Integration Right
DWN staff
The most successful businesses run on processes that maximize all of the firm’s operational components: human capital, technologies, procedures and leadership. Such optimization...
Ascentix Partners Launches New Series of Thought Leadership Articles
Inaugural issue on succession planning cautions advisors to plan a legacy, not just an exit
The central tenet of the financial advice industry is helping...
What’s Next for Wealth Management? Insights Ahead of INSITE 2026
Feathery’s Chris Mills on Why Data Intake and Workflow Automation Eliminate the Need for Rip-and-Replace
By DWN Staff
As the wealth management industry prepares to gather...
AI & FINANCE
AI & Finance™ | News for the Week Ending 9/4/26
We like AI. We use AI. We rely on AI. But, we still don't trust AI. Kind of sounds like a quote from The...
AI EDUCATION: What Is Social Engineering?
Each week we find a new topic for our readers to learn about in our AI Education column.
We are of the generation that started...
Top 5 VC Deals of the Week in AI (9/2/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity lost some momentum...
AI & Finance™ | News for the Week Ending 8/28/26
AI is now the elephant in the room.
To some extent, it’s the elephant in the room no one wants to talk about anymore, which...
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Zachary Karason Joins Prudential Advisors With $106 Million Practice
Financial advisors do not just manage money. They manage relationships, data, and an increasingly complex technology stack.
Zachary Karason is bringing a $106 million client...
AI & Finance™ | News for the Week Ending 9/4/26
We like AI. We use AI. We rely on AI. But, we still don't trust AI. Kind of sounds like a quote from The...
AI EDUCATION: What Is Social Engineering?
Each week we find a new topic for our readers to learn about in our AI Education column.
We are of the generation that started...
Top 5 VC Deals of the Week in AI (9/2/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity lost some momentum...
Our Law Clerk Believed the Casebook. A Year Later, He Doesn’t.
He reached his own conclusion by watching what happened to the clients he helped
By Nick Morgan, Founder and President, ICAN Law
Somewhere on a law...
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