AI Is Quietly Rewiring One of Wealth Managements Biggest Bottlenecks
By DWN Staff
Moving a financial advisors business from one firm to another sounds straightforward. In reality, it can involve hundreds of client accounts, stacks...
Technology and Scale Help Drive Record Pace of Wealth Management M&A
Mergers and acquisitions in U.S. wealth management picked up speed in the first half of 2026. Technology is making scale even more important.
Mergers and...
Feathery raises $30M in Series A funding
Fast-growing wealthtech provider says it is meeting the industry’s client data challenge with an intelligent operating layer
By DWN Staff
Artificial intelligence has flooded financial services...
WealthFeed’s AI-Powered Prospecting Platform Selected by The Mather Group
Platform standardizes money-in-motion intelligence to helps firms drive organic growth
By DWN Staff
WealthFeed, the New York-based FinTech firm that helps wealth management enterprises arm their...
AI Is Coming for Wealth Management’s Most Tedious Job
San Francisco-based Feathery is using artificial intelligence for advisor transitions. In the first quarter of this year, it says it’s moved $2 billion in...
Cambridge Appoints Erik Smyer as Vice President, Infrastructure and Operations
Fairfield, Iowa-based Cambridge Investment Research has appointed former Onsemi IT leader Erik Smyer as Vice President, Infrastructure and Operations.
Smyer will lead the independent financial...
Caprock Expands Impact Investing Focus with New Hire
As AI and other emerging technologies reshape how investors think about markets, risk and long-term impact, Caprock is adding a senior leader focused on...
Veteran Advisor Chooses Platform Over Bank
The fight for financial advisors could be getting more intense.
The latest example comes from Prudential Advisors. The wealth management business of Prudential Financial has...
The New Wealth Management Stack Coming for Wall Street
The path used to be predictable for successful financial advisors building a practice inside a bank or wirehouse.
A successful financial advisor built a practice...
Pacific Life Enhances RILA to Meet Evolving Client Needs
Pacific Life recently announced that it has enhanced its registered index-linked annuity (RILA), Pacific Protective Growth, creating opportunities to track market indexes while providing...