More advisors are exploring the possibilities of artificial intelligence for lead generation to scale their businesses. Tech companies are rising to the challenge to deliver user-friendly, ...

Lead generation plays a vital role in growing your practice, and you can employ a variety of techniques to attract new clients to your business, such as artificial intelligence (AI). AI could help you ...

In less than two years, generative AI has gone from a parlor trick to a dependable helper for financial advisors that can amplify their marketing reach, client acquisition strategies and other ...

NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in WealthFeed, a ...

WEALTHAWK has already earned industry recognition, including Financial Planning's Innovation Award in Lead Gen Tech, and was spotlighted by influential thought leader Michael Kitces, who called its ...

A company that connects prospective clients to financial advisors has raised $2 million in seed funding from a group of angel investors, including a former BlackRock executive and the chairman of the ...

Financial advisors participating in ACM’s PathFinder platform, which provides solutions for 401(k) and other retirement plan participants, gain access to WealthFeed As part of the new partnership, ...

Most financial advisors still see digital marketing as a way to fill their pipeline with leads. Yes, every business needs leads. But when you treat marketing only as lead generation, you miss the real ...

This is the 10th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Next-gen millennial advisors want more freedom and flexibility, so they can build something meaningful over time.