Finance News
Aaron Klein: Embracing AI and Premium Technology for Advisor Success
Nitrogen's CEO, Aaron Klein, reflects on the Fearless Investing Summit's evolution, the pivotal role of technology integrations, and the future with generative AI.
By NB
Oct 28, 2023
Revolutionizing Client Engagement: Merging Social Media Dynamics with Wealth Platforms
Tom Fields of Fynancial suggests merging client portals and engaging social media-like content for attracting next-gen wealth.
By NB
Oct 28, 2023
There Is No Perfect CRM
Amy Flourry, director of operations at Rehmann Financial, gives an honest assessment of the tech tools the $3 billion AUM RIA uses to drive business.
By NB
Oct 28, 2023
Why Liability Planning Creates a Unique Growth Opportunity for Advisors
Siddhartha Oza discusses how Sora Finance is addressing the need for comprehensive financial advice, including often-overlooked liabilities.
By NB
Oct 28, 2023