Wealth Management
JUNE 20, 2025
We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer.
Wealth Management
JULY 2, 2025
Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines.
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Wealth Management
JUNE 27, 2025
His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter.
Wealth Management
JUNE 10, 2025
Top-tier RIAs are also using technology to scale more personalized client experiences, communicating to clients that their personal plans remain resilient, despite the daily ups and downs in the markets. In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women.
The Big Picture
APRIL 15, 2025
Whatever the final tariff situation, the White House can clearly learn from the communication strategies the Federal Reserve has perfected. ~~~ We are not privy to the discussions inside the Oval Office. As the Economist magazine observed, this is the biggest economic self-error in a century, it leads to an international realignment.
Wealth Management
JULY 31, 2025
Wealth managers also rely on AI for know-your-customer efficiency enhancements, spending less time preparing for, and following up from, client meetings, and providing increasingly bespoke communications.
Wealth Management
JULY 18, 2025
But in general, Mariner “hopes people don’t jump” and works closely with sellers to communicate with second-generation advisors and discuss their future path once the deal is complete. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
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