Trendspotting
The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
Reported by Lee Barney
To access this premium content, please sign up for a free account!
You Might Also Like:
Financial Firms Show Interest Uptick in Generative AI
A Broadridge study found 72% of financial services firms reported making ‘moderate to large’ investments in generative artificial intelligence in...
PE Ownership Expands Into Midsize, Small RIAs
Private equity firms now own nearly one-quarter of registered investment advisers’ assets under management, according to AdvizorPro.
Summit Financial Adds Eight AI-Driven Tools to Adviser Platform
The artificial intelligence-powered tools focus on adviser workflows, including lead generation, digital marketing automation and merger and acquisition analytics.