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Socium Advisors Accelerates Growth With $1.6 Billion Amplify Deal
Northwestern Mutual Private Client Group’s Socium Advisors and Amplify Wealth Partners have announced a merger that will create one of the largest firms in...
Artisancap Reports AUA Growth of $3.4 Billion Year-Over-Year
Artisancap, a Los Angeles-based hybrid Registered Investment Advisor recently announced an expansion of its nationwide community of affiliated advisors as well as its assets...
Prudential Advisors Just Added $3 Billion in Assets While Betting Big on Advisor Technology
Prudential Financial, the Newark, New Jersey institution also known as “The Rock,” is ramping up next-gen wealthtech while recruiting advisors at a pace more...
Genesis Wealth Hits $2.5 Billion by Reimagining the Advisor Platform
Genesis Wealth, a Chicago-based wealth management firm operating under LPL Financial, said it had reached $2.5 billion in assets under management (AUM) a week...
AI For Everyday Life: Using AI to Lower Household Bills
With grocery prices rising and household budgets stretched thinner than ever, many families are looking for ways to cut monthly spending without cutting quality...
World Investment Advisors Taps Bill Altman20-Year IT Leader, as Head of Technology Strategy
World Investment Advisors, the Santa Barbara, California-based advisory firm, announced that technology veteran Bill Altman has joined the firm as Head of Technology Strategy.
Altman...
Docupace’s AI Play: Digital Teammates to Fix Wealth Management’s $50 Billion Problem
Wealth management is drowning in paperwork. Ask any financial advisor and you’ll hear the same story: more time chasing down forms than building portfolios...
The Al & Ivy (AI) Podcast, Episode 29 – Examining the “One, Big, Beautiful”...
DWN's innovative podcast series with AI hosts, Al and Ivy, presents the most topical subject of the week and discusses it in an easy...
$8 Billion RIA NWF Advisory Group Becomes Artisan Capital Partners
A Los Angeles-based hybrid RIA with $8 billion in client assets under administration has changed its name from NWF Advisory Group to Artisan Capital...
Sanctuary Recruits $2.2 Billion Centel Wealth
The New Haven, Connecticut-based Centel Wealth Advisory, a practice with over $2.2 billion in individual client and institutional assets, joined Sanctuary Wealth, the firm...