Much has been made of AI-driven notetakers, but the technology’s lead-generation capabilities may yield a much bigger bottom-line benefit. AI prospecting tools, which find and curate potential clients ...

Life Insurance professionals need to leverage technology to engage with existing and prospective clients directly or indirectly. Growing sales and placing more business today requires consumer-facing ...

AssetMark Inc., a turnkey asset management platform for wealth managers, is betting improved technology will help advisers boost client acquisition and assets under management in a post-pandemic world ...

AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called ...