Assets Demo Investment Advisor 
Wealth Management
JUNE 20, 2025
Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. s Mili AI won.
Wealth Management
JUNE 20, 2025
Related: Fynancial Wins Best in Show at Wealth Management EDGE Tech Demos “Data lakes are an important part of the foundational infrastructure of a firm that is growing, especially for a firm that is acquiring,” said Cook. Today, firms are using it to quickly build proposal decks and help advisors consolidate held-away assets.
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The Big Picture
MARCH 25, 2025
O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. You let your son Patrick take over as CEO of, of Shawnessy Asset Management.
The Big Picture
JANUARY 27, 2024
Television ratings for the Iowa caucuses were terrible: CNN averaged 688K total viewers with 194K in the 25-54 demo sought by advertisers in the primetime hours of 8 to 11 pm, while MSNBC averaged 1.15 million total viewers, with 143K in the demo. million viewers, with 402K in the demo. Fox couldn’t crack 2.8
Indigo Marketing Agency
OCTOBER 25, 2019
He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times bestselling author of Avalanche and The Sustainable Edge. He’s really one of the big players in the industry, one of the most knowledgeable people, and he’s done so much for advisors out there.
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