Fireflies.ai Throws Down the AI Notetaking Gauntlet

Published on May 23, 2025

A bigger, more established player is now vying for the advisor market with lower price; more specialized AI providers have the home court advantage for now.

Continue reading on website
Other news

How to Buy Bonds: A 3-Step Guide

May 23, 2025
Shopping for bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond.

What is Direct Indexing?

May 23, 2025
Direct indexing has been in the news a lot more in recent years. Larger industry players have strategically acquired a number of providers—including Parametric. And many new entrants have entered the space, looking to build on its success.