Wealthtech AI Streamlines Advisor Onboarding, But Recruiting Remains A Human Task AI Is Making Advisor Onboarding Faster And Less Complex. But Experts Say Recruiting Advisors And Managing Client Transitions Remain Fundamentally Relationship-Driven. By Thomas Lee / 30 Jun 2026
Newsmakers Cambridge Names VP Of Infrastructure And Operations Erik Smyer To Oversee Cybersecurity, Infrastructure And Hardware Management By WSR Newsroom / 29 Jun 2026
Beltway & Beyond Regtech Surge: Creating Defensible AI Policies For RIAs A Defensible AI Policy Covers Vendor Oversight, Testing, Monitoring, Inventory, Training, Policy, Human Review And Documentation By WSR Newsroom / 29 Jun 2026
Wealthtech AI Solution Provider Jump Launches New Capabilities For Advisors Jump’s Latest Features Address Client Onboarding, Scheduling, Connectivity And AI Conversations By Jeff Berman / 26 Jun 2026
Newsmakers Jennifer A. Ayer Joins Caprock As Managing Director Of Purpose-Driven Wealth Ayer Will Support Firm’s Ongoing Impact Investing By WSR Newsroom / 26 Jun 2026
Upmarket Prudential Advisors Onboards Advisor From J.P. Morgan David Bellamy Joins Prudential’s Mid America Financial Group, Previously Managed $140 Million At J.P. Morgan By WSR Newsroom / 26 Jun 2026
Upmarket Patent Perspectives: Why Experienced Financial Advisors Are Built For The Age Of AI In An AI-Shaped Industry, Human Qualities Make Experienced Advisors Stand Out By WSR Newsroom / 26 Jun 2026
Upmarket Stop Networking And Start Connecting Why Shared Experiences Are Where Real Relationships Are Built By WSR Newsroom / 25 Jun 2026
Wealthtech Dimple Shah Joins Humanity Labs As Managing Director, Wealth In The Newly Created Position, The Ex-Osaic Exec Will Work With Wealth Management Firms To Use The Startup’s AI-Powered Digital Workforce. By Jeff Berman / 25 Jun 2026
Newsmakers Baird Picks Up $508 Million Minnesota Advisor Team From RBC The Kashian Karels Group Has Joined Baird’s Wealth Management Office In Edina, Minnesota. By Jeff Berman / 24 Jun 2026
