Wealth Solutions Report (Page 143)

CogniCor Announces Microsoft Azure OpenAI Integration

Wealthtech Firm Integrates Microsoft AI For Its Wealth Management And Insurance Digital Assistant Solutions

/ 22 Jan 2024

Guide To Industry Conferences: Wealthtech

Our 2024 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof And The Nitrogen Fearless Investing Summit

By Janeesa Hollingshead

/ 18 Jan 2024

Guide To Industry Conferences: Wealthtech

Flourish Platform Launch Aims At $350 Billion Annuities Market

New Platform Will Provide A Fee-Based Annuities Marketplace, An Outsourced Insurance Desk To Address Licensing Requirements And A Digital Application Process

By Michael Madden

/ 18 Jan 2024

CapIntel And Vivaldi Study Reveals Client Needs And Tech Solutions

Research Explores Role of Technology In Elevating Financial Advisor Capabilities, Enhancing Investor Experiences

By James Miller

/ 18 Jan 2024

CapIntel And Vivaldi Study Reveals Client Needs And Tech Solutions

Key Trends Influencing Advisor Marketing In 2024 And Beyond

Create A Customized, Diversified Marketing Plan That Incorporates The Trends In AI, Personalization And Outsourcing

By WSR Newsroom

/ 16 Jan 2024

Kelly Coulter, Head of Marketing, Private Advisor Group

‘The Contrarian Trade Of The Year’ – Investing In China For 2024

Portfolio Manager Discusses Investing In China Including Challenges, Reasons To Invest And A 2024 Outlook

By Janeesa Hollingshead

/ 16 Jan 2024

Ben Harburg, Portfolio Manager, CoreValues Alpha

Essential Edge’s Sander Ressler Co-Founds New Compliant Video Marketing Firm for Financial Advisors

SEC Rule Allowing Client Testimonials In Financial Advisor Promotional Materials Drives Expanded Demand For Regulatory-Ready Video

By James Miller

/ 16 Jan 2024

Sander Ressler, Managing Partner, Essential Edge & Vice President, Vidiance LLC

Hightower Invests In $3.3 Billion New York-Based Firm

Hightower Onboards And Strategically Invests In Holistic Planning And Wealth Management Firm Previously Affiliated With Equitable Advisors

By Michael Madden

/ 9 Jan 2024

Hightower Invests In $3.3 Billion New York-Based Firm

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