Feathery Raises $30M to Develop AI Wealth Management Tools

Published on July 14, 2026

The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.

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Creative Planning Acquires Commercial Insurance Firm

July 14, 2026
The $710 billion RIA adds Lovell Insurance Group to expand business advisory services for upper middle-market clients across the nation.

The T&E Inner Circle | Asset Protection Trusts: New Developments

August 3, 2026
August 3, 2026 | 2:30 PM EST