Tagged: News

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12 Fastest-Growing RIAs: 2023

Start Slideshow Neither the down stock market nor high inflation got in the way of the financial advisory industry’s continued expansion in 2022, SmartAsset reported this week. The industry now comprises more than 15,000...

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Capgemini launches new set of generative AI offerings

Building on a strong generative AI momentum, the group has boosted its capabilities across the business and is launching a new set of end-to-end generative AI offerings to deliver on a strong pipeline of...

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Is Your Client a Money Worshipper, Avoider or Vigilante?

What You Need to Know A forthcoming study finds client personality traits and political views are related to their attitudes about money. Drawing these connections should help advisors adjust their approach according to the...

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10 Prospects Who Already Do Business With You

Start Slideshow You always need new prospects. You’re a customer for many people and businesses. You contribute to their bottom line or represent future revenue. They should know who you are, what you do...