Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.

Published on November 5, 2024

The technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.

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Advisors Want Clients to Consider History When Assessing Election’s Aftermath

November 5, 2024
For those clients worried about protracted litigation, civil unrest or even violence after the presidential vote, one rep advises they consider FDR’s mantra of having “nothing to fear except fear itself.”

A Record Year for ETFs

November 5, 2024
VettaFi Voices dive into actively managed and fixed income trends in the ETF market in what is likely to be a record year for industry flows.