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...
INDUSTRY BRIEF | ChatGPT Joins the AI & Finance Fray
AI, know thyself. That's kind of what we've asked of ChatGPT in this not-so-brief industry brief. OpenAI's ChatGPT was tasked with writing a piece...
Feathery to Financial Firms: Tell Software What to Do
Feathery says Robin empowers financial institutions to spend less time waiting on software changes and more time building with software.
To date, software has been...
Zachary Karason Joins Prudential Advisors With $106 Million Practice
Financial advisors do not just manage money. They manage relationships, data, and an increasingly complex technology stack.
Zachary Karason is bringing a $106 million client...
INDUSTRY BRIEF | Vanguard Changes Wealthtech Picture With Altruist Buy
In a year already filled with anxiety about artificial intelligence disrupting wealth management, one of the industry’s biggest transactions has effectively combined the AI...
The Referral-Dependent Advisor
Why Technology Alone Won’t Solve Wealth Management’s Growth Problem
By Mike Papedis
For years, many successful financial advisors did not need a growth system. They had
relationships....
The Wealth Consulting Group Wants Advisors to Have It Both Ways
Independence sounds simple until you have to run the business.
The Wealth Consulting Group is betting that financial advisors want control of their practices without...