Financial advisors and mortgage brokers face the challenge of effectively reaching potential customers. In the US, there are over 40 million people who need advice on finance and mortgages. Digital ...

NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in WealthFeed, a ...

In less than two years, generative AI has gone from a parlor trick to a dependable helper for financial advisors that can amplify their marketing reach, client acquisition strategies and other ...

NEWARK, Del.--(BUSINESS WIRE)--Financial advisor marketing is going through a pivotal transformation – and Alex Khassa, Founder and CEO of Clients Blackbox, a marketing partner to some of the fastest ...

WealthFeed, an emerging wealthtech company that’s redefining advisor prospecting with AI-powered lead generation, today announced that Anasova, owner of FreeFinancialPlan.com and ...

Lead generation plays a vital role in growing your practice, and you can employ a variety of techniques to attract new clients to your business, such as artificial intelligence (AI). AI could help you ...

A company that connects prospective clients to financial advisors has raised $2 million in seed funding from a group of angel investors, including a former BlackRock executive and the chairman of the ...

More advisors are exploring the possibilities of artificial intelligence for lead generation to scale their businesses. Tech companies are rising to the challenge to deliver user-friendly, ...

One of the biggest challenges for financial advisors is lead generation. While 88% of financial advisors report client referrals as a major source of new clients, RIAs looking to grow their business ...

Marketing automation capabilities streamline workflow for attracting, nurturing, converting and retaining clients in the digital age Redesigned dashboard allows users to easily manage content and ...

Artificial intelligence has gone from a novelty to a practical tool at wealth management firms. Here’s how it’s being used. IWI’s April Ferrell: Why the Advisor Industry Needs to Double Down on DEI ...

New partnership enables advisors to find and automatically nurture investors as they experience key life events "We're excited to partner with WealthFeed to equip advisors with the best tools to help ...