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London startup
fromTNW | Investors-Funding
6 days ago

Marloo raises $10M led by Blackbird Ventures to replace the AI notetaker with an AI operating system for financial advisers

Marloo raised $10 million in seed funding led by Blackbird Ventures to expand into the US and enhance its product suite for financial advisers.
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fromwww.housingwire.com
6 months ago

Most Americans lack retirement readiness despite confidence

One of the most fundamental components of effective retirement planning is envisioning your future self the life you want and how you expect to fund it securely, said Caroline Feeney, global head of retirement and insurance at Prudential. This year's Pulse Survey makes clear that even across different economic and cultural contexts globally, one trend emerges: while many people feel ready, far fewer have taken action to ensure they're ready.
US news
Business
fromIndependent
7 months ago

'Treat money like a tool, not a trophy': Financial experts share the lessons they have learned from their wealthiest clients

Wealthy people adopt distinct money mindsets and strategies that financial advisers identify as key to managing and creating wealth.
fromKiplinger
11 months ago

Six Steps for Financial Advisers to Make Compliant Video Testimonials

"Video testimonials offer a substantial advantage in marketing, as they can effectively build brand visibility and trust for financial advisers across various social media platforms."
Social media marketing
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