INDUSTRY BRIEF | ChatGPT Joins the AI & Finance Fray
AI, know thyself. That's kind of what we've asked of ChatGPT in this not-so-brief industry brief. OpenAI's ChatGPT was tasked with writing a piece...
Feathery to Financial Firms: Tell Software What to Do
Feathery says Robin empowers financial institutions to spend less time waiting on software changes and more time building with software.
To date, software has been...
Zachary Karason Joins Prudential Advisors With $106 Million Practice
Financial advisors do not just manage money. They manage relationships, data, and an increasingly complex technology stack.
Zachary Karason is bringing a $106 million client...
INDUSTRY BRIEF | Vanguard Changes Wealthtech Picture With Altruist Buy
In a year already filled with anxiety about artificial intelligence disrupting wealth management, one of the industry’s biggest transactions has effectively combined the AI...
The Referral-Dependent Advisor
Why Technology Alone Won’t Solve Wealth Management’s Growth Problem
By Mike Papedis
For years, many successful financial advisors did not need a growth system. They had
relationships....
The Wealth Consulting Group Wants Advisors to Have It Both Ways
Independence sounds simple until you have to run the business.
The Wealth Consulting Group is betting that financial advisors want control of their practices without...
In-House Asset Management Platform Tops $2 Billion at TAG Advisors
60% growth since last September puts firm ahead of goal to reach $3 billion AUM by the end of 2027.
By DWN Staff:
An in-house asset...
Prudential Advisors Adds $110 Million New Jersey Practice
Christopher Grella joins NJ Wealth Partners after more than three decades in financial services
Prudential Advisors is adding an experienced New Jersey financial advisor to...
Feathery Brings AI Proposal Generation to Wealth Management
Client data and advisor expertise come together in new solution that scales.
Building a detailed proposal for every client can take hours – and require...
Stephen Langlois, Who Led Fidelity’s eMoney Acquisition, Joins Haven Tower Advisory Board
Former Kestra executive brings platform leadership and advisor technology experience as the communications firm approaches its 15th anniversary.
The executive who led Fidelity's acquisition of...