Empathy in Client Communications: An AI Prompt Every Financial Advisor Should Know

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.
HousingWire

Luxury Presence raises $37M to push CRM platform development

Luxury Presence’s new artificial intelligence–driven Presence CRM platform is scheduled to roll out in February.

Wealthfront: Steady Compounder With Structural Growth Tailwinds

Wealthfront Corporation (WLTH) earns a buy rating, driven by demographic tailwinds, strong product-market fit, and scalable, ...
InvestmentNews

Advisors push crypto into mainstream with record client allocations, new strategic themes

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...

Tower Bridge Advisors Goes Live on Ridgeline to Support Scalable, High-Touch Wealth Management

PHILADELPHIA, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Ridgeline, the cloud platform purpose-built for investment management firms, today announced that Tower Bridge Advisors, a Philadelphia-area wealth ...

NGRAVE, global pioneer in digital asset security, completes strategic restructuring with sights set on USD 10 billion in assets secured

The new ownership plans to build on NGRAVE's existing technological foundation and product line, as well as its large international client base. The ambition is to grow assets secured on NGRAVE ...