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...
How Focused Are Recruits on AI?
By Jeff Nash
In 2025, over 11,000 experienced financial advisors (those with 3-plus years in the industry) switched firms. This represents a 16% increase from the...
Haven Tower and Cardinal Communications Team to Serve PE Firms Investing in Wealth Management
Alliance combines Haven Tower’s advisory and wealth platform PR and marketing offering with Cardinal’s PE-focused communications experience
By DWN Staff
Private equity firms looking to take...
Organic Growth Is Coming Out from Under M&A’s Shadow
FMG’s Mark Casady on how advisors can optimize results
If you wait long enough, old styles come back in vogue. In wealth management, while organic...
The Hidden Cost of Advisor Compensation Complexity
By Marypat Ganley, Sycamore Company
In wealth management, compensation is so much more than a back-office function. It’s a firm’s foundation of advisor trust, retention...
AI Saves Plancorp Up To 10 Hours Per Day, Case Study Suggests
CogniCor’s Advisor Copilot Drives Efficiencies, Making Users “Better Advisors”
Plancorp Wealth Management saved time using an AI-enabled platform, according to a new case study published...