5 Questions with Ultra Blue Capital: How AI is Reshaping Active Investment
For investors curious about cutting-edge technologies, smart systems like artificial intelligence (AI) and data analytics are extremely compelling. By allowing you to better analyze complex business operations, these technologies empower you to identify potentially prime investment opportunities and get ahead in today’s volatile market environment. To learn more about algorithmic investing – and understand how […]
Financial Planning: Why AI-Powered, Simpler Software Can Help You Grow
Could “less be more” in financial planning? The truth is, most prospects and clients don’t need a 30-page financial plan. Virtually none of them want one or will even read the whole thing if you and your team take the hours required to create one. In fact, trends show that a one-page plan is gaining […]
5 Questions with SmartETFs: The Transportation Revolution
Viewpoints investors are captivated by investments in a changing world. One area that continues to ignite viewpoint investors’ interest is the revolution toward “smart” transportation. To learn more, we spoke with SmartETFs, creators of The SmartETFs Smart Transportation & Technology ETF (MOTO). MOTO invests in companies that manufacture, distribute, service, offer, support, or enable electric […]
Start Blogging: Simple Steps for Financial Advisors
In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd. One of the best ways available for advisors to make their voice heard online is with a blog as a way of staying top-of-mind with clients and prospects. Advisors should […]
4 Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media. However, automation does not mean that you can set it and forget it. While marketing automation allows you to be more efficient and effective, you still need to develop, analyze, and optimize your channels and tactics. […]
The Power of AI in Wealth Management
The Importance of Artificial Intelligence (AI) in Wealth Management Artificial intelligence (AI) driven wealth management platforms may now be considered must-haves for modern financial advisory firms. Virtually every other arena in investors’ lives–entertainment, shopping and social media, for example–is characterized by ultra-personalized experiences powered by AI. It’s only natural for investors to expect the same […]
Personalized Wealth Management for Financial Advisors
Why Hyper-Personalization Should Be At Your Firm’s Forefront When your clients browse social media, they’re served personalized content. When they stream movies or music, they receive personalized recommendations. When they meet with you, their wealth advisor, they inherently expect the same level of personalization–and if they don’t receive it, they may look elsewhere for someone […]
Client Conversations: Estate Planning with Digital Assets
In the last decade, the need for establishing a digital estate plan has increased significantly, as technology has continued to permeate our daily lives in the form of social media accounts, NFT holdings, crypto and other blockchain accounts, and more. Thus, the question arises as to who will have access to your clients’ account information […]
Financial Planning for the LGBTQ+ Community
As a financial advisor, you’re well-versed in speaking to today’s surging inflation, ongoing market volatility, and anticipated recession—it’s a key part of the job. However, notably during June’s Pride Month and throughout the year, it’s important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and […]
Client Conversations: How the SECURE Act May Impact Your Clients’ Estate Plans
After establishing an estate plan, it is essential to regularly review it in its entirety to ensure that your client’s will or trust still aligns with their long-term goals and expectations. While this can be done on an annual or quarterly basis, it is also important to return to their plan after a major life […]