Tax planning and wealth management stocks sank Tuesday after financial software provider Altruist launched an AI tool for creating tax strategies, sparking concerns that traditional players could be at risk https://t.co/7kmicKS1Pg
🚨 Big news: Gregory FCA has launched the Gregory Influence Engine.
It’s the first #AI search monitoring and optimization platform created specifically for financial services.
With AI tools like #ChatGPT, #Gemini, #Claude, #Copilot, and #Perplexity reshaping how people search, the firms that adapt will win visibility. The Influence Engine helps make sure your brand shows up in those answers.
📹 Watch the video to learn more.
👉 Request your free demo today: https://t.co/7oa3mGTFMV
The professionalization of financial advice has led to a growing cadre of #marketing leaders who are already building a community of storytellers and growth catalysts within the industry.
Michelle Panzera, Director of Marketing at @EvenskyKatz, and Michelle Winkles, MBA, Partner and Chief Marketing Officer, at @MissionWealth, join host @JoeAnthony to share what they have learned on their individual journeys and with the recently established CMO Collective.
See the full episode: https://t.co/E24Xn3i8yB
#podcast
Revolutionizing financial advising 🏛 @altruist COO Mazi Bahadori joins @trinitychavez on #TakingStock to talk about how the tech-driven custodial platform is making financial advice more accessible for all. #TSTC
Friday briefing:
- Donald Trump accepted his nomination at the Republican National Convention.
- Mass IT outages are hitting businesses across the world this morning.
- A covid summer wave is spreading across the country.
Get caught up to speed:
https://t.co/hpOsqiKpkx
.@pgim@ApollonWealth @PicairnFO & @Nasdaq join @JillMalandrino on @Nasdaq#TradeTalks to discuss why a sustained positive stock-bond correlation regime would be a new investing environment for many market participants. https://t.co/tyQsEHyGCR
Celebrating USD 50 billion in #AUM! We are thrilled to share this major milestone, led by our #semiconductor indexes as #investors look to gain access to the #AI sector and its exciting growth. Thank you to our team for their commitment to #index innovation! https://t.co/ryuxEpCBVL
New ETF coverage from me and @kgreifeld:
Fidelity is still negotiating with issuers on rev-share plans, and told at least one asset manager that it won’t populate its funds on the firm’s online search unless they agree to a rev share deal
https://t.co/xtHu7h9en5
I might be biased, but this was my favorite session at @Wealth__Edge by far.
Loved hearing from seasoned CMOs what they’re seeing differentiating the great advisors from the good advisors. #WMEdge
What a ride! With the acquisition of the world-class team at BackBay Communications, Gregory FCA is now the sixth-largest financial public relations firm in the country! I can't wait to visit our people in London!