As wealth management firms compete for top financial advisor talent and confront the need to recruit aspiring professionals, one company launched its potential solution to those problems. "To me, it ...

BLOOMFIELD HILLS, MI, US, December 11, 2023 /EINPresswire.com/ -- WiT Group is proud to announce the launch of a beautiful new website for our client Financial ...

Terry has been in the financial services industry in the independent channel for 32 years. Spencer has been in the online business, SaaS & digital marketing industry for 6 years and has a passion for ...

UBS is introducing three new training programs for advisors, even as its CEO expressed doubts that the firm's U.S. wealth management business could approach the profitability of its rivals. Processing ...

While AI meeting assistants have gained widespread use among wealth managers, many tools lack insights that can improve advisor performance. Focal's integration with Shaping Wealth provides actionable ...

The financial planning profession has a people problem. According to recent McKinsey research, the number of financial advisors is expected to decline significantly over the next decade, and we’ll be ...

If you were sleeping all last week like Rip Van Winkle or preoccupied about your money in Silicon Valley Bank, you may not have noticed that OpenAI introduced GPT-4 to the world. Buried fairly deep in ...