SAN FRANCISCO--(BUSINESS WIRE)--Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution ...
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The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...
PlannerPal, which automates admin tasks for financial advisers, has launched an AI-powered pre-meeting prep pack.
[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the ...
Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...
Philanthropy has always been more than a strategy for me – it’s been a passion since I was a child, raising money for causes long before I knew what a charitable remainder trust or donor-advised fund ...
Forbes contributors publish independent expert analyses and insights. I empower advisors who want to help donors give in tax-smart ways. It’s the idea that humans find fulfillment and happiness when ...
From left, Stephen Chien, vice president at LPL Financial; Michael Brady, president of Generosity Wealth Management; Larry Sprung, founder and wealth advisor at Mitlin Financial; and Rob Burgess, ...
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