INDUSTRY BRIEF | Meta’s Muse Is a Hit. Will It Take Over Finance?
The arrival of Meta’s Muse artificial intelligence agent has introduced a new source of uncertainty into financial markets: What happens to banks, insurers, brokerages...
Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation
32-year-old Auburn firm joins Modern Wealth to expand client capabilities and support next-generation advisor development.
Modern Wealth, a registered investment advisory (RIA) firm founded to...
InvestCloud Achieves Significant Performance Milestones Resulting from Strong Client and Market Momentum
Two years after setting a new strategic direction, InvestCloud is seeing that strategy translate into measurable momentum across the business and has announced significant...
Composition Wealth Builds Its Leadership Bench as RIAs Race to Scale
Composition Wealth is strengthening its senior leadership as the registered investment adviser seeks to expand its business and attract more financial advisors.
The Los Angeles-based...
SANCTUARY WEALTH ADDS THREE SENIOR LEADERS ACROSS MARKETING, PLANNING AND M&A
Kelly LaPalio joins as Vice President of Advisor Growth Marketing as the independent wealth management platform seeks to expand digital marketing support for advisors.
Sanctuary...
INDUSTRY BRIEF | Anthropic Launches Claude for Financial Advisors with Wealthtech Partners
Anthropic has spent much of the past year pushing Claude deeper into financial services. Now it is moving directly onto the financial advisor’s desktop.
On...
CogniCor CEO on Claude for Financial Advisors: Move Creates New Opportunities for AI...
Earlier this week, Anthropic made what initially sounded like a bombshell for the wealth management industry: The giant AI platform had launched Claude for...
Brandon Wellman Takes on New MDRT Leadership Role
For financial advisors, professional networking is becoming more than a way to exchange business cards. It is becoming a source of education, community and...
Digital Wealth News AI Reality Check: Sid Yenamandra, Surge Ventures
Artificial intelligence is getting better at identifying problems across wealth management, but according to Surge Ventures CEO Sid Yenamandra, that may not be the...
CogniCor Launches New Advisory Board as RIAs Look for More From AI Providers
Just weeks after CogniCor appointed Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors, to its Advisory Board, the Palo Alto-based intelligence and orchestration...