Wealthtech Orion Introduces Denali AI Enterprise Intelligence Platform For Advisors Denali AI Is In Beta Now And Becomes Broadly Available To Orion Advisors In 2026, The Firm Says. By Jeff Berman / 30 Oct 2025
Capital Connections Sowell Management Partners With Capital Connect To Offer M&A Services Partnership Serves Small And Medium-Sized Business Owner Clients By Michael Madden / 30 Oct 2025
Beltway & Beyond Congress Should Pass The Modern Worker Empowerment Act To Protect Independent Advisors A Single Federal Standard Will Bring Clarity And Stability That Preserves Independence For Advisors By WSR Newsroom / 30 Oct 2025
Investment Solutions DAFs Have Untapped Potential To Connect Giving, Divestment And Reinvestment Donor-Advised Funds Can Lock In 2025’s More Favorable Pre-OBBBA Tax Provisions With Future Grantmaking Flexibility By WSR Newsroom / 29 Oct 2025
Wealthtech Exclusive: Wealthtech Firm Powder Forms Client Advisory Board To Drive AI Adoption The New Group Includes Executives From 10 Firms, Including Angeles, IEQ Capital And OnePoint BFG. By Jeff Berman / 29 Oct 2025
Capital Connections How RIA Sellers Can Leverage A Saturated Buyer Market In Q4 Evaluating The Stability Of Established Buyers, Risks And Rewards Of Emerging Buyers, Integration Capacity, And How To Manage The Process By WSR Newsroom / 28 Oct 2025
Upmarket WSR Honors The COO 5: Top Wealth Management COOs Of 2025 WSR Names Erin Corbett, Tom Gooley, Marc Hineman, Jesse Kurrasch And Daryl Seaton To 2025 Group Of Outstanding Operations Executives By Thomas Lee / 28 Oct 2025
Newsmakers OnePoint BFG Wealth Acquires $2 Billion Chicago-Area Advisory Firm Rise Growth-Backed OnePoint Now Advises On $15 Billion In Client Assets By Jeff Berman / 28 Oct 2025
Wealthtech Regtech Surge: What HNW Clients Need To Know About AI-Enabled Cyberthreats In Cybersecurity Month, Advisors Can Help Wealthy Clients Understand And Mitigate Increased Risks By WSR Newsroom / 27 Oct 2025
Wealthtech Envestnet Names Bhaskar Peddhapati Its New CTO As CTO, Peddhapati Has Been Charged With Accelerating Innovation At Envestnet And Its ‘AI-Driven Transformation’ By Jeff Berman / 24 Oct 2025
