In-House Asset Management Platform Tops $2 Billion at TAG Advisors
60% growth since last September puts firm ahead of goal to reach $3 billion AUM by the end of 2027.
By DWN Staff:
An in-house asset...
Prudential Advisors Adds $110 Million New Jersey Practice
Christopher Grella joins NJ Wealth Partners after more than three decades in financial services
Prudential Advisors is adding an experienced New Jersey financial advisor to...
Feathery Brings AI Proposal Generation to Wealth Management
Client data and advisor expertise come together in new solution that scales.
Building a detailed proposal for every client can take hours – and require...
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...