Industry Briefs
Prudential’s Wealth Management Rebrand Signals a Bigger Shift
Prudential Advisors has a new name. It is now Prudential Wealth Advisors. But the company says the change is about more than a new sign on the door.
The rebrand reflects a broader transformation of...
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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 (9/23/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity maintained most of...
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...
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 9/25/26
What were we talking about again? Oh yeah! We STILL love a good paradox, so we decided to hunt for a financial artificial intelligence-related mindbender for...
AI EDUCATION: What Is MLOps?
Each week we find a new topic for our readers to learn about in our AI Education column.
The technology industry does not have a...
Top 5 VC Deals of the Week in AI (9/23/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity maintained most of...
AI INTELLIGENCE | Weekly Top 10 (9/24/26)
The artificial intelligence industry confronted a widening divide between technological ambition and the growing demands for safety, accountability and financial discipline during the past...
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WealthReach, Domain Money and Savology Partner to Launch a Combined Offering for Advisory Firms
A new partnership between WealthReach, Domain Money and Savology gives prospects somewhere to go for financial advice while creating passive revenue for advisors in...
Prudential’s Wealth Management Rebrand Signals a Bigger Shift
Prudential Advisors has a new name. It is now Prudential Wealth Advisors. But the company says the change is about more than a new...
AI & Finance™ | News for the Week Ending 9/25/26
What were we talking about again? Oh yeah! We STILL love a good paradox, so we decided to hunt for a financial artificial intelligence-related mindbender for...
AI EDUCATION: What Is MLOps?
Each week we find a new topic for our readers to learn about in our AI Education column.
The technology industry does not have a...
Top 5 VC Deals of the Week in AI (9/23/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity maintained most of...
cv
