Steward Partners Taps AI-Powered Prospecting Platform
By Dinah Wisenberg BrinSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 17, 2026
How an Advisor Became a Benefits Whiz and Multiplied His AssetsJames Bogart built a business serving employees of large companies. Then the pandemic changed everything — for the better.
February 17, 2026
Betterment Pilots Advisor Referral ProgramThe new program, to expand over time, connects select retail clients with RIAs.
February 12, 2026
Altruist's Big Reveal Sent Wealth Management Stocks Tumbling. Here's What's Really Going On.While investors seemed to take the debut of an AI-powered tax tool as a new threat, an evolution is well underway.
February 11, 2026
Where to Park Your Clients' Cash NowExploring the optimal cash, cash-equivalent products and allocations can make a big difference to your clients.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.