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...
Advisor AI Platform Adds Kevin Beard to Advisory Board
By DWN Staff
DataDasher AI, an artificial intelligence platform built to automate advisor workflows, has appointed wealth management executive Kevin Beard to its advisory board....
Cambridge Touts Strong Q1 2026 Growth
By DWN Staff
Fairfield, Iowa-based financial solutions firm Cambridge Investment Research recently announced that it added about $25 million in recruited advisor revenue in the...
The Quiet Revolution Moving Financial Advisors Out of Banks
As wealth management evolves, the battle may no longer be between banks and independent firms
For decades, many financial advisors built careers inside banks. The...
Speed is not an AI strategy. Sequence is.
“Sindhu Joseph, PhD is Founder & CEO of Cognicor, the AI intelligence layer for wealth management. She works with RIAs and enterprise wealth platforms...
FMG Leverages New AI System to Better Serve Customers
Marketing Intelligence System is an internal AI-powered platform that helps FMG teams streamline workflows and improve execution
By DWN Staff
FMG has announced the launch...