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Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.

At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...

We’re coming up on the four-month anniversary for AI & Finance™, but it seems like we’ve been writing about the artificial intelligence revolution brewing...

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder.  Effectively identifying and converting prospective...

At its second annual Opening Doors Impact Night, the Gateway Foundation honored outstanding contributions to Diversity, Equity and Inclusion (DEI) within the investment management...

Green means GO! Q1 '24 data is in, and late-stage startups attracted more VC funding than juniors. Spending is up (finally) while...