Industry Briefs

Prudential’s Wealth Management Rebrand Signals a Bigger Shift

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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

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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 (9/30/26)

This week we continue our series on the top 5 VC-funded deals in AI. This week our overall AI venture capital activity accelerated from recent...

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...

FINTECH VIEWS

The Wealth Management Tech Stack Is Broken, But It’s Not a...

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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

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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

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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

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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 10/2/26

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We have a fun job, folks. Technology is a blast to write about on its own, as there's always something new or provocative happening,...

AI EDUCATION: What Is a Chief Data Officer?

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Each week we find a new topic for our readers to learn about in our AI Education column. Many businesses can be oaks. It's much...

Top 5 VC Deals of the Week in AI (9/30/26)

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This week we continue our series on the top 5 VC-funded deals in AI. This week our overall AI venture capital activity accelerated from recent...

AI & Finance™ | News for the Week Ending 9/25/26

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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...

RECENT COMMENTARY

AI & Finance™ | News for the Week Ending 10/2/26

We have a fun job, folks. Technology is a blast to write about on its own, as there's always something new or provocative happening,...

AI EDUCATION: What Is a Chief Data Officer?

0
Each week we find a new topic for our readers to learn about in our AI Education column. Many businesses can be oaks. It's much...

Top 5 VC Deals of the Week in AI (9/30/26)

This week we continue our series on the top 5 VC-funded deals in AI. This week our overall AI venture capital activity accelerated from recent...

Eaglebrook Launches Crypto Direct Indexing Platform; Featuring the S&P Cryptocurrency Top 10 Equal Weight...

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Advisors can now access the S&P Cryptocurrency Top 10 Equal Weight Index through Eaglebrook’s platform, which combines institutional index methodology with direct ownership, automated...

Arch Extends AI Portfolio Monitoring to Pre-Investment Diligence, Supporting the Full Private Markets Lifecycle

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Platform brings Arch’s private markets infrastructure to the pre-investment process, helping allocators focus their reviews, cutting due diligence time by up to 50% per...
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