News | Market
DWN AI Index
Thought Leadership
CURATED INDUSTRY CONTENT
Industry Insights
- Sanctuary Wealth Expands Advisor Support Capabilities, Establishing New Business Consulting Division to Be Led by Industry Veteran Laurie Burkhard
- Tech-Savy Atria Wealth Solutions Snags $420 Million Paragon Financial Group from Osaic
Podcast of the Week
Practice Management
- AI ILLUMINATIONS: How Intelligent Automation Leads to Higher Satisfaction and Higher Margins
- FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use It?
Fintech Quote of the Week:
"We believe every U.S. worker and household has the right to experience financial well-being throughout each phase of life, and access to personalized advice is a critical step towards achieving that." | Yaqub Ahmed, head of Retirement, Insurance Sub-Advisory & 529 College Savings for Franklin Templeton
