Sponsored by Join Bill Capuzzi, CEO of Apex Fintech Solutions, to explore how AI is transforming financial advisory services. With a strong stack of technology, AI automates repetitive tasks, improves document processing, uses predictive analytics and optimizes workflows. Apex's internal chatbot, Ask Apex, demonstrates the efficiency of AI by rapidly answering employee questions. Key insights:…

Sponsored by Join George Tamer as he explores how future-ready advisors are transforming the financial advisory landscape. By using technology to simplify tasks and improve client interactions, advisors can focus more on personalized advice and building lasting client relationships, driving sustainable growth in today's dynamic environment. Source link

Sponsored by Join Olivia Eisinger to explore strategies for consulting firms to attract and retain next-generation talent. Discover how redefining recruiting practices, fostering a purpose-driven environment, and leveraging advanced technology can increase customer service and operational efficiency. Position your firm at the forefront of next-generation wealth management and thrive in an evolving industry. Source link

Sponsored by Join Megan Hausmann as she explores how financial advisors can adapt their technology to meet the digital expectations of the next generation of investors, speeding up processes like digital account opening and improving access to client data for informed decision making . By embracing these digital solutions, advisors can ensure they remain nimble…

Self-described tech-centric wealth management firm Farther announced another big increase in its AUM this week, as it surpassed $3 billion in assets and hired 32 new advisors. Among the advisors on board is a group from Goldman Sachs Personal Financial Management, which has $649 million in AUM and includes Gary Corderman, Robert Davenport, Jonathan Doshier,…

(Bloomberg) — Over the next five years, machine learning could improve “so much of what human investors and analysts can do,” said Greg Jensen, co-chief investment officer of hedge fund giant Bridgewater Associates. While there are still many problems with off-the-shelf natural language processing models, if you can combine them with data models “you can…

Total returns for the FTSE Nareit All Cap Index rose 2.2% in June, bringing the index down 2.1% year-to-date. It was the second consecutive month of gains for equity REITs, with the all-equity index now nearly recovered from a low of nearly 10% this spring. Gains for the month were broad-based with almost every property…

(Bloomberg) — There's a new stock that reigns supreme in a speculative part of the ETF investment landscape. Thanks to the relentless boom in artificial intelligence, Nvidia Corp. now holds a commanding position in exchange-traded funds that track a single company — representing more than half of all assets in so-called single-stock ETFs, over $6…

Everyone at one time or another dreams of owning their own business. For investment advisors, going independent can come with advantages, but it also involves specific risks and requirements not found in other industries. Starting a freelance practice has many moving parts. Creating a checklist of what needs to happen can bring some order to…

Do you think it's hard to find next generation customers? You have to listen to them talk about what it takes to find you. I have a personal story that you may find interesting. Connected: The Catchlight Upgrade 'Personalizes' Mass Prospect Marketing A high-income couple sets out to find a counselor My two friends—a millennial…