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Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation
32-year-old Auburn firm joins Modern Wealth to expand client capabilities and support next-generation advisor development.
Modern Wealth, a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their...
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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 (9/16/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated dramatically from...
Top 5 VC Deals of the Week in AI (9/9/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity gained back some...
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
Digital Wealth News AI Reality Check: Michael Mansur, Ascentis Wealth Management
The Digital Wealth News AI Reality Check series examines where artificial intelligence delivers real value within the wealth management industry, and where hype may...
AI & Finance™ | News for the Week Ending 9/18/26
Pardon us as we pour a little salt into one of our country's giant festering wounds, because we found ourselves thinking about Charlottesville and...
AI EDUCATION: What Is Prompt Engineering?
Each week we find a new topic for our readers to learn about in our AI Education column.
We once believed we could learn by...
Top 5 VC Deals of the Week in AI (9/16/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated dramatically from...
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Digital Wealth News AI Reality Check: Michael Mansur, Ascentis Wealth Management
The Digital Wealth News AI Reality Check series examines where artificial intelligence delivers real value within the wealth management industry, and where hype may...
Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation
32-year-old Auburn firm joins Modern Wealth to expand client capabilities and support next-generation advisor development.
Modern Wealth, a registered investment advisory (RIA) firm founded to...
InvestCloud Achieves Significant Performance Milestones Resulting from Strong Client and Market Momentum
Two years after setting a new strategic direction, InvestCloud is seeing that strategy translate into measurable momentum across the business and has announced significant...
The Vibe Coding Gap: Why Wealth Firms Need More Than AI-Built Software That Works
By Mustapha Baassiri, Co-founder and Chief Technology Officer at Hamachi.ai
Artificial intelligence is lowering the barrier to software development across wealth and asset management, and...
Composition Wealth Builds Its Leadership Bench as RIAs Race to Scale
Composition Wealth is strengthening its senior leadership as the registered investment adviser seeks to expand its business and attract more financial advisors.
The Los Angeles-based...
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