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...
Socium Advisors Accelerates Growth With $1.6 Billion Amplify Deal
Northwestern Mutual Private Client Group’s Socium Advisors and Amplify Wealth Partners have announced a merger that will create one of the largest firms in...
Artisancap Reports AUA Growth of $3.4 Billion Year-Over-Year
Artisancap, a Los Angeles-based hybrid Registered Investment Advisor recently announced an expansion of its nationwide community of affiliated advisors as well as its assets...
Cambridge Launches AI-Assistant for Advisors and Associates Staff
The Fairfield, Iowa-based wealth management firm, Cambridge Investment Research, recently launched Indy, its proprietary AI-powered chat assistant, it announced in a press release. “Indy,”...
Quiet Tech Upgrade Could Change How Traders Handle Retirement Money
Retirement accounts are supposed to represent the future, but for many investors the experience still feels stuck in the past: There’s still forms, signatures...
United Planners Selects Upgrades To Its Regulatory Tech Stack with SurgeONE.ai
AI platform to consolidate compliance automation, cybersecurity, and data integration
By DWN Staff
United Planners Financial Services of Scottsdale, Arizona, has announced the selection of...
Berkshire Global Advisors: Wealth Management M&A Reached Record Highs Last Year
According to a report released by Berkshire Global Advisors, U.S. wealth management deal volume vaulted to record highs in 2025. The firm said there...
Prudential Is Using AI to Rethink How Financial Advisors Find Clients
The explosion of data in wealth management has outpaced advisors’ ability to act on it – so some firms that have taken note are...
Options Platform Joins Blockchain-Native Capital Markets Network
Chicago-based TradingBlock, a two-decade-old brokerage platform for professional options traders, is joining Nant Global Finance, part of NANT – supported by Dr. Patrick Soon-Shiong...
Veteran Advisors Leave Big Bank for Boutique Platform
Two veteran JPMorgan advisors, managing a combined $650 million in client assets don’t typically “jump ship” at this stage of their careers, but Todd...