News & Media
Protecting Clients’ Interests in Challenging Times
Why proactive risk management is a hallmark of real planning. When markets get rocky, what clients need most isn’t a bold prediction or a sales
Fiduciary Responsibility and Client-First Approach
Why Fiduciary Standards Matter. In a marketplace filled with sales quotas, vague incentives, and layers of conflicting advice, the fiduciary standard isn’t just a legal
🎉 We’re excited to welcome Gabriel Papet to the Discipline Wealth Solutions team!
🎉 We’re excited to welcome Gabriel Papet to the Discipline Wealth Solutions team! A U.S. Army Veteran with expertise in business development and advisor training,
Why Transparency Builds Trust
Why clear fees, open access, and real-time insight are non-negotiables in today’s advisor-client relationship. In a financial world cluttered with fine print, complex fee tiers,
Expertise and Proven Track Record
A DWS Success Story: Turning Planning into Clarity and Confidence. There’s a moment in every advisor-client relationship when things finally click. When strategy becomes real. When
Supporting Entrepreneurial Spirit: Highlight independence and innovation
Where independence meets innovation—on your terms. At DWS, we believe financial advisors aren’t just managing portfolios; they’re building businesses, solving complex problems, and shaping the
Customizing Solutions to Meet Individual Needs
Advisor-centric support designed around your goals, not our template. Every advisory practice is different. And yet, too many platforms still treat them the same with
Build, Scale, Exit. Conference
As we reflect on this week’s Build, Scale, Exit. Conference, we are truly thankful for everyone who attended, shared their expertise, and supported the event.
Customizing Solutions to Meet Individual Needs
Advisor-centric support designed around your goals, not our template. Every advisory practice is different. And yet, too many platforms still treat them the same with
Advisor Summary: Government Shutdowns and Your Portfolio
Advisor Summary: Talking Points for Client Conversations As the government shutdown extends into its second week, many clients are understandably anxious about how it might
Maintaining Autonomy and Control
Run your practice. Your way. For many advisors, independence isn’t just a business model—it’s a mindset. You’ve built your firm on trust, transparency, and long-term
Using Case Studies and Testimonials Real examples.
Real Advisors. Real Outcomes. Sometimes the best way to understand a platform’s impact isn’t through features—it’s through stories. At DWS, we believe in letting our
Why Advisors Are Moving to IAP™
- Full control over your brand and client relationships
- Flexible, advisor-first technology—no more fragmented systems
- Scalable growth without operational headaches
- A partnership model that works for you, not against you