In late November, a start-up called “/dev/agents” captured headlines with its $56 million seed funding round at a $500 valuation . Not bad for a company without a commercial product. It’s easy to see ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office services and optimize business growth, today ...

Why do investors pay advisors? According to our recent research, investors value advisors who provide advice they can rely on, offer goals-based planning, help them stay on track, and (to a certain ...