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Prudential Is Using AI to Rethink How Financial Advisors Find Clients
The explosion of data in wealth management has outpaced advisors’ ability to act on it – so some firms that have taken note are...
Talking Technology for Mid-Sized Firms with Trilogy Financial
The evolution of the wealth management industry is being driven by factors ranging from rapid firm consolidation and shifting demographics to elevated client expectations...
The Wealth Consulting Group Adds Jason Ehrlich as Chief Financial Officer and Head of...
Jason Ehrlich has been brought on board The Wealth Consulting Group to serve as Chief Financial Officer and Head of Corporate Development. In this...
The Al & Ivy (AI) Podcast, Ep. 53 | US Debt Crisis & Crypto...
DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy...
Prudential Goes Big: Two Financial Advisor Offices Open in Manhattan and New Jersey
Two is better than one. Prudential Advisors is doubling down on modern workspaces, unveiling two new offices, an 8,700-square-foot Midtown Manhattan hub and a...
THE LEAD | Financial Markets Being “Played?”
Short answer? Yes.
To say financial markets are "acting weird" would be an understatement. Oh, and in case you wondered, being "played" also means...
SurgeONE.ai to Offer Financial Services Firms a Unified FinTech Platform for Compliance, Cybersecurity and...
Surge Ventures, the venture studio co-founded by FinTech entrepreneur and executive Sid Yenamandra, announced the launch of SurgeONE.ai, an integrated platform to provide compliance...
Prospera Financial Services Develops New Planning Program with Firm Paraplanner Support
Independent broker-dealer Prospera Financial Services recently announced it launched a new comprehensive financial planning service to help affiliated advisors best utilize Prospera paraplanner support to...
Docupace’s PreciseFP Integrates with AI Notetaker Designed for Financial Planning
A new integration between PreciseFP, the data-gathering workhorse owned by wealthtech provide Docupace, and FinMate AI, an AI assistant built by former financial advisors,...
THE LEAD | Financial Markets Yawn
Publisher's Note: Bill Taylor is off this week so you will see a slightly different writing style in this post, but he will return...