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...
PRI, GPS Leadership Moves Expand Tech-Enabled Retirement Plan Compliance Resources
Pension Resource Institute and affiliated pooled employer plan firm Group Plan Systems have announced leadership changes as GPS moves to what it called a...
DWN AI Reality Check: Mike Overdorf, President, The Sycamore Company
By DWN Staff
Digital Wealth News AI Reality Check is a new series exploring one of the biggest
questions facing the wealth management industry today: Where...
AI Is Quietly Rewiring One of Wealth Managements Biggest Bottlenecks
By DWN Staff
Moving a financial advisors business from one firm to another sounds straightforward. In reality, it can involve hundreds of client accounts, stacks...
Technology and Scale Help Drive Record Pace of Wealth Management M&A
Mergers and acquisitions in U.S. wealth management picked up speed in the first half of 2026. Technology is making scale even more important.
Mergers and...
Feathery raises $30M in Series A funding
Fast-growing wealthtech provider says it is meeting the industry’s client data challenge with an intelligent operating layer
By DWN Staff
Artificial intelligence has flooded financial services...
WealthFeed’s AI-Powered Prospecting Platform Selected by The Mather Group
Platform standardizes money-in-motion intelligence to helps firms drive organic growth
By DWN Staff
WealthFeed, the New York-based FinTech firm that helps wealth management enterprises arm their...
AI Is Coming for Wealth Management’s Most Tedious Job
San Francisco-based Feathery is using artificial intelligence for advisor transitions. In the first quarter of this year, it says it’s moved $2 billion in...
Cambridge Appoints Erik Smyer as Vice President, Infrastructure and Operations
Fairfield, Iowa-based Cambridge Investment Research has appointed former Onsemi IT leader Erik Smyer as Vice President, Infrastructure and Operations.
Smyer will lead the independent financial...
Caprock Expands Impact Investing Focus with New Hire
As AI and other emerging technologies reshape how investors think about markets, risk and long-term impact, Caprock is adding a senior leader focused on...