Industry Briefs
The Wealth Consulting Group Wants Advisors to Have It Both Ways
Independence sounds simple until you have to run the business.
The Wealth Consulting Group is betting that financial advisors want control of their practices without having to handle every operational task themselves. The strategy appears...
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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 (8/19/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated once again...
Top 5 VC Deals of the Week in AI (8/12/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated once again...
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
DWN Reality Check: Max DiSesa, Seven Bridges Wealth Advisors
Digital Wealth News AI Reality Check is a new series exploring one of the biggest questions facing the wealth management industry today: Where is...
AI & Finance™ | News for the Week Ending 8/21/26
Erosion is a slow, but provocative process.
This was brought home to us this summer as we hiked around Appalachia climbing around stunning natural arches...
AI EDUCATION: What Is Agentic VoIP?
Each week we find a new topic for our readers to learn about in our AI Education column.
Sometimes change doesn’t happen incrementally. It happens...
Top 5 VC Deals of the Week in AI (8/19/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated once again...
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The Wealth Consulting Group Wants Advisors to Have It Both Ways
Independence sounds simple until you have to run the business.
The Wealth Consulting Group is betting that financial advisors want control of their practices without...
In-House Asset Management Platform Tops $2 Billion at TAG Advisors
60% growth since last September puts firm ahead of goal to reach $3 billion AUM by the end of 2027.
By DWN Staff:
An in-house asset...
DWN Reality Check: Max DiSesa, Seven Bridges Wealth Advisors
Digital Wealth News AI Reality Check is a new series exploring one of the biggest questions facing the wealth management industry today: Where is...
AI & Finance™ | News for the Week Ending 8/21/26
Erosion is a slow, but provocative process.
This was brought home to us this summer as we hiked around Appalachia climbing around stunning natural arches...
AI EDUCATION: What Is Agentic VoIP?
Each week we find a new topic for our readers to learn about in our AI Education column.
Sometimes change doesn’t happen incrementally. It happens...
cv
