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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 having to handle every operational task themselves. The strategy appears to be working. T

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 management platform is gaining traction at TAG Advisors, the $24 billion Enterprise OSJ affiliated with Cambridge Investmen

Digital Wealth News AI Reality Check is a new series exploring one of the biggest questions facing the wealth management industry today: Where is artificial intelligence delivering real value, and where do expectations exceed reality? In each edition, DWN

Erosion is a slow, but provocative process. This was brought home to us this summer as we hiked around Appalachia climbing around stunning natural arches and rock shelters-over the course of centuries and millennia, mere wind and water will move mountains

Each week we find a new topic for our readers to learn about in our AI Education column. Sometimes change doesn't happen incrementally. It happens all at once. It's not the slow force of erosion or glaciation. It's an avalanche. And that's the way telecom

This week we continue our series on the top 5 VC-funded deals in AI. This week our overall AI venture capital activity accelerated once again from recent weeks, with all five of our listed announcements coming in over $500 million and 12 announcements tot

For most of the generative artificial intelligence boom, investors have been encouraged to think about AI primarily as a technology capable of making other things cheaper. Developers can write code faster. Financial institutions can accelerate research, c

Artificial intelligence news this week was dominated by an unusual combination of technological acceleration and growing recognition of the risks and costs accompanying it. OpenAI slowed work on frontier models after cybersecurity concerns, while simultan

By Lisa Morris As the Managing Director of a single-family office, I attend numerous family office conferences and belong to several family office networks. The same topics come up every time - AI, data centers, energy markets, digital assets, real estate

By Alex Vandiver, Associate, Entoro Capital, LLC In real estate, a transaction is only as strong as the capital structure supporting it. For four decades, that capital had a dependable point of origin. A sponsor with a credible track record and a business