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...
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...