The AI-driven platform, which launched in 2022, shares many similarities with Finny and Aidentified.
10 Sep, 2024 | Admin | No Comments
Some Firms Tweak the Messaging Around DEI, But Don't Retreat From It
Wealth management executives discussed how their firms are responding to criticism of DEI initiatives during a recent WealthManagement.com think tank.
10 Sep, 2024 | Admin | No Comments
FTSE Russell Survey: Retail Investors Increasingly Prefer Index Funds
One obstacle retail investors face is a lack of appropriate recommendations from their financial advisors, according to the FTSE Russell Wealth Survey.