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Top 3 AI Uses For Financial Advisors Flagged In Report: Financial Planner Says Beware, Technology Is No Cure-All
Thursday, September 19, 2024 - 3:16pm | 795Artificial intelligence may be a useful tool for financial advisors, but it will not solve their every problem. There are three ways that financial advisors can use AI to their utmost benefit, AssetMark and Wealthmanagement.com say in a report: optimizing lead generation, segmenting the market and...
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Fintech Focus For March 3, 2021
Tuesday, March 2, 2021 - 10:57pm | 2042Quote To Start The Day: Being an entrepreneur is an existential, not just a financial thing. Source: Nassim Nicholas Taleb One Big Thing In Fintech: The electronic Chinese yuan is now being tested in cities such as Shenzhen, Shanghai and Beijing. No other major power is as far along with a...
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AssetMark Financial Holdings IPO: What You Need To Know
Sunday, July 14, 2019 - 4:21pm | 319A technology provider to wealth management firms is among the companies testing the waters in the public markets this week. The IPO Terms Concord, California-based AssetMark Financial Holdings, Inc. proposes to offer 12.5 million shares in an IPO, with 6.25 million shares offered by the...
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The Promise Of Technology
Monday, May 16, 2016 - 6:12am | 681Every financial advisor wants to better serve his or her clients and help them achieve their financial goals. To that end, advisors are increasingly incorporating new and exciting technological solutions that improve client service. From better visualization tools, to automated processes, to...
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AssetMark Empowers Financial Advisors With Technology
Monday, April 4, 2016 - 1:32pm | 896Financial advisors often struggle to communicate with their investor clients about the various strategies that make up the client’s portfolio. AssetMark exists to make the work advisors do, easier to understand and more transparent. AssetMark’s recently announced partnership with...