Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Hub. Read curated and organized industry articles.
Industry Articles
FINNY launches enterprise AI growth platform with Mercer Advisors
By:Leo Almazora
InvestmentNews
The AI prospecting startup expands beyond individual advisors, targeting centralized marketing groups at firms with large home offices.
AI-savvy younger investors are changing what advisors need to deliver
By:Gregg Greenberg
InvestmentNews
With 86% of Gen Z and millennial investors now using AI regularly, advisors explain what the shift means for advice — and where AI dangerously falls short
The Advisors Growing the Fastest Aren’t Trying to Serve Everyone
By:Bridget Venus Grimes
wealthmanagement.com
During a recent webinar titled Finding Your Niche: Growing Organically by Serving Clients You’re Passionate About, I was part of a panel of female industry leaders who explored a topic that continues to gain momentum across wealth management: why some of the most sustainable advisory firm growth today is coming not from trying to serve everyone, but from building businesses around clarity of purpose.
What Really Drives RIA Valuations: Business Mix, Organic Growth, and Deal Structure
By:Wealth Management
Wealth Management
With AI, Firms Are Solving for Convenience, Not Operational Outcomes
Wealth Management
Networking in Life’s Second Half: What’s Different
By:Bill McGuire
Rethinking65