Amid AI's rapid rise, plenty of people have pointed out the need to balance the delicate dance between man and machine. One without the other doesn't quite make the promised impact. Complete reliance on artificial intelligence can strip the humanity out of financial services. But professionals who completely resist the technology's progress may have trouble competing with those who embrace it. That approach is part of what motivated the development of AdvisorFinder's new AstroAI tool. Out this week, the offering helps advisors who have trouble putting their ideas into words become more efficient content creators. It joins tools like Snappy Kraken's new AI-powered email builder and Wealth Management GPT, a writing tool designed exclusively for advisors, on a growing list of programs that apply AI to advisor workflows in practical, understandable ways. But AdvisorFinder CEO Jason Friedman explains that AstroAI was created with one limitation in mind. It can create content. But it can't distribute it. That, he said, should be left to the real, human professionals. "I think what people look for in AI is just as much automation as possible," he told Financial Planning. "For content … do I post one great blog, or do I let AI write 20 blogs a day? "In reality, there's that middle ground. It can automate, but you need to put in the work." Check out thefull story and much more, only at Financial Planning. Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great weekend! Regards, Justin | | Justin Mack Reporter, Financial Planning |
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| By Justin L. Mack 5 min read | AdvisorFinder is introducing a new AI-powered content creator for wealth managers. But the fintech's founder says advisor expertise will be needed to tap into its true potential. Read story → |
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| | By Justin L. Mack 3 min read | Titan Global Capital Management was charged with using misleading metrics in its advertising for more than a year. Read story → |
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| | By Staff report 2 min read | The marketing technology firm's new drag-and-drop tool includes AI-powered tools for headline writing, image generation and calls to action for clients. Read story → |
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| | By Justin L. Mack 2 min read | According to the SEC, agreements that violated the cash solicitation rule generated 66,000 new clients and $300 million in AUM for the offending firm. Read story → |
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| The problem with being in a rut at work is that it can be extremely difficult to get back on track. One thing that can give you fresh motivation is to work with a career coach. Read more → |
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| | By Staff report 2 min read | The firm follows its major move to the Midwest by expanding its executive leadership team. Read story → |
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| RESOURCES | | WEB SEMINAR | | Wednesday, September 6, 2023 12:00 PM EDT | A conversation with Cetera's Gene Goldman Learn More → | | WEB SEMINAR | | Wednesday, August 23, 2023 12:00 PM EDT | Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors. Learn More → | | WEB SEMINAR | | Tuesday, September 12, 2023 12:00 PM EDT | Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ. Learn More → | | WEB SEMINAR | | Tuesday, September 19, 2023 2:00 PM EDT | Gain a better understanding of the benefits of AI and how it will shape the future to drive productivity and collaboration. Learn More → | SPONSOR CONTENT FROM M-Files | More resources → |
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