Why Enterprise Wealth Firms Are Betting Big on Meeting AI

Published on July 30, 2025

Meeting AI is no longer a nice-to-have — it’s become a core part of the advisor tech stack almost overnight.

Continue reading on website
Other news

Zephyr's Adjusted for Risk: Balancing Risk and Opportunity in Modern Portfolios

July 30, 2025
Zephyr's Ryan Nauman and VanEck's David Schassler discuss the transformative potential of AI, the implications of fiscal policies on asset prices, and the importance of diversified portfolios, including stocks, bonds, real assets, and digital assets like Bitcoin.

Advisors Warn College Athletes: Fraud Often Follows Financial Windfalls

July 30, 2025
NIL deals, media revenue shares and pay-to-play schemes: College athletes are cashing in, so much so that Donald Trump recently signed an executive order to rein in some of the excess. Advisors say more needs to be done to protect young players from bad advice and financial predators.