News, Comment & Analysis results for Founder
Software Survey: CRM Tops Categories; Chat GPT Leads Search
Our US correspondent provides more coverage of a major wealth management technology conference in
Back Office Jobs At Risk; Advisors Safe (For Now): T3 Tech Conference
Our US correspondent continues his coverage of a major technology conference that has put AI at the
Dynasty Embeds Wealth.com's AI Estate, Tax Intelligence Offering
The Wealth.com integration represents the first external partnership contributing a dedicated agent
Digital Digest: The Latest Tech News – Ridgeline
The latest technology news in the wealth management sector from around the world.
Hightower Leans Further Into AI Trend
As an almost daily diet of AI-related news emerges, one of the largest wealth management groups in
Silicon Valley Big Hitters Join AI "Infrastructure Hyperscaler"; Secures $2 Billion Funding
Investment firms such as Citadel, Point72 and the Norwegian group Aker ASA joined the funding
Savant Seals Largest Partnership Deal To Date In Massachusetts
The nationwide wealth management group said the deal – the price of which wasn't disclosed –
The Missing Discipline: How Narrative Governance Mitigates Succession Risk
A problem for families is that succession can appear to be far in the distance, but those involved
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, SolomonEdwards, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and