By DWN Staff Fairfield, Iowa-based financial solutions firm Cambridge Investment Research recently announced that it added about $25 million in recruited advisor revenue in the first quarter of 2026. The news follows a record-breaking 2025 during which th... See more
As wealth management evolves, the battle may no longer be between banks and independent firms For decades, many financial advisors built careers inside banks. The arrangement offered stability, infrastructure and a steady stream of clients. It also came w... See more
Well, buckle up. We’re heading into what pundits, analysts, and people with no hobbies are calling the biggest week ever . Markets might even pretend to care. But don’t worry — the real circus doesn’t start until Wednesday. Yes, the week we’ve all been wa... See more
A CIO and COO guide to AI maturity in wealth management — and why sequence matters more than speed Everyone in wealth management is talking about agentic AI. Automated workflows. Autonomous execution. AI that does not just recommend the next best action —... See more
DISCLAIMER: The opinions expressed below are solely those of Bill Taylor & do not represent those of DWN or any affil i ates. Any financial advice included here is for entertainment purposes only. BULLISH – NEUTRAL – GOLD, S&P 500, SILVER BITCOIN,... See more
