by Mark Grandstaff | Oct 29, 2024 | AI, Conferences & Events, Financial Services, RIAs
We are nearly two years into the arrival of generative AI. How are financial advisors using this technology? And, how do they feel about it? We attended Financial Planning’s Advise AI conference to get a snapshot of advisors’ relationships with generative AI. But we...
by Mark Grandstaff | Oct 1, 2024 | Conferences & Events, Financial Services, RIAs
For the past few years, the Future Proof Festival has ditched the traditional trappings of the RIA conference in favor of a sunny California boardwalk. This year’s event drew more than 4,700 attendees and marks a deliberate shift toward a more relaxed, engaging, and...
by frogdog tech | Sep 27, 2024 | Conferences & Events, Media Relations, Public Relations, RIAs, Social/Digital Marketing
First-time buyers at the M&A deal table surged 10-15% over the past three years, according to David DeVoe, Founder and CEO of DeVoe & Company. At the 2024 M&A+ Succession Summit in San Francisco, he revealed that while the top 10 acquirers once dominated...
by frogdog tech | Sep 18, 2024 | AI, Conferences & Events, RIAs
Tech alone won’t help financial advisors close the wealth gap – not without addressing the bias that lurks in the tools advisors use. That was the message at this year’s Conference of African American Financial Professionals in Atlanta. Speakers like Raphael...
by Mark Grandstaff | Sep 6, 2024 | Conferences & Events, Financial Services, RIAs
A lot has changed in just a few short years since the peak boom of RIA M&A activity. If the previous cycle’s trifecta could be characterized by cheap capital, a race to consolidate and a necessity for succession planning, the new “trifecta” appears to be about...
by Mark Grandstaff | Aug 6, 2024 | Financial Services, Financial Trends, Media Relations, Public Relations, RIAs
In a perfect storm of market volatility, financial professionals must move with speed and calm confidence. That goes for the PR and marketing professionals who work alongside those financial professionals, too. To set the stage: A weaker-than-expected jobs report, a...
