Sponsored by Patrick Shaddow, CEO of Syntax Data, shared how their partnership with Advyzon enables advisors to create custom indexed portfolios previously only available to high net worth individuals. Using innovative tools, advisors can now offer these tailored solutions to a broader client base, increasing cost efficiency and enhancing the overall investment experience. This evolution…

Sponsored by At Nitrogen's Fearless Investing Summit 2024, we caught up with Ruben Greth, an investor relations specialist with Yrefy, and he shared insights on transforming difficult private student loans into profitable, low-risk investments. Greth discussed how this unique business model provides strong returns for investors while having a positive social impact. The interview highlighted…

At Nitrogen's 2024 Fearless Investing Summit, Trade PMR unveiled cutting-edge tools that are transforming the way advisors improve client relationships and improve their operations. Source link

Sponsored by Brian McLaughlin, board member for Orion Advisors, shared his enthusiasm for the latest innovations on display at Nitrogen's Fearless Investing Summit 2024. Highlighting the transformative potential of AI and the growing importance of behavioral finance, McLaughlin highlighted how these developments will shape the future of financial advice. From practical applications of artificial intelligence…

Four registered investment advisers in the Focus Financial Partners network have left the Broker Recruiting Protocol, an industry agreement that allows advisers some leeway in taking client data with them when they switch firms. Icon Wealth Partners, a Houston-based RIA with about $2 billion in total assets as of Dec. 31, withdrew from the pact…

With two recent Fed rate cuts and more potentially on the way, the outlook for commercial real estate performance has improved. However, this does not mean smooth sailing from now on. Real Estate Advisors, a global industry association, and its 1,000 credentialed real estate advisors recently identified the top 10 issues that could affect commercial…

Another AI-driven note-taking app for financial advisors has come out of hiding and raised money. Zeplyn, an AI assistant for financial advisors, announced this week that it has raised $3 million in seed funding. The funding was led by Leo Capital, an early-stage venture capital fund active in India that has made investments in the…

As we approach the end of 2024, advisors must guide clients through the intricacies of tax and estate planning strategies. This means taking advantage of current economic opportunities while preparing for possible changes based on political developments. It also means taking advantage of today's favorable conditions, including the recent presidential election, which could significantly change…

Join industry leader Suzanne Siracuse as she sits down with Lisa Crafford, managing director at Constellation Wealth Capital, to explore key strategies for building successful, wealth management-ready firms. Drawing on her deep experience working with financial advisors, Lisa provides valuable insight into the power of mentoring, strategic growth approaches and fostering a strong community. It…

The results of last week's federal election put a Republican in the White House and hand control of the Senate and House to the Republican Party. What does all this mean for the future of estate planning, especially the steps to consider today? Exemption from wealth tax Related: Strategic Estate Planning: Preparing for Change The…