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Powder launched last year as a generative AI-powered document reader for advisors. Now the growing fintech has released an AI-chatbot assistant on the heels of a $5 million cap raise.
July 24 -
The SEC, FINRA and other agencies have been closely watching social media posts related to financial advice. Consultants share how to attract young investors on social media without encountering regulatory pitfalls.
July 17 -
Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.
January 9 -
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.
January 5 -
Converting prospects and leads to actual clients is key to boosting organic growth but can be daunting. Here's three ways to do it better in 2024.
January 3 -
Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.
November 13 -
Although wealth management firms want to acquire clients for growth, they're missing a significant segment.
June 21 -
In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.
June 12 -
Offer value to financial advisor-adjacent professionals and prospective clients to distinguish yourself among a rapidly expanding cohort of FAs.
May 4Covve -
Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.
March 23