AI tools for financial advisors are already here
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
Source: advisor.ca
Page 7 - Michael Kitces News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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So you want to start a podcast | Advisor's Edge
Two portfolio managers explain why their podcast has run successfully for more than five years
Source: advisor.ca
So you want to start a podcast | Investment Executive
Two portfolio managers explain why their podcast has run successfully for more than five years
Source: investmentexecutive.com
XY Planning's smaller advisors envy larger firms' marketing latitude
Some smaller advisers in the XY Planning Network envy larger firms' freedom to do more marketing given the SEC's new rule.
Source: investmentnews.com
The Next PE Consolidation Battleground? WealthTech
The same private equity players fueling RIA consolidation are likely to next set their sites on the fragmented universe of advisory firm tech vendors.
Source: wealthmanagement.com