Morning Memo
 
Wealth Management Morning Memo

NOVEMBER 7, 2023

INDUSTRY

Avantax’s Advisor Headcount Declines, Recruited Assets Rise

Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.

FULL ARTICLE

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INDUSTRY

Catchlight Upgrade 'Personalizes' Mass Prospect Marketing

The AI-powered lead optimization tool developed by Fidelity Labs now matches unique messages to different groups of convertible prospects.

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Giving Children the Gift of a Lifetime

A way to give children a head start on their financial goals.

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TECHNOLOGY

While Tech Integration Will Never Be Perfect, AI Could Help

Industry leaders speaking at AdviceTech.Live said they have spent significant sums of money on the development of AI to increase both automation and scale, but the human advisor remains central.

FULL ARTICLE

RPA EDGE

Broker/Dealers at the Vortex of the Convergence of Wealth, Retirement and Benefits at the Workplace

Leaders from all sectors of the 401(k) industry gathered at the RPA Broker/Dealer Roundtable in New York City.

FULL ARTICLE

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