Retirement advisors turn to secret web analytics to poach corporate clients

Artificial Intelligence, Future of Investing

How Farther is building a wealth management platform in the age of AI

• Farther is a technology-centric wealth management firm, with AI playing a pivotal role in differentiating the company from traditional wealth management firms and Registered Investment Advisors (RIAs).
• However, in Farther’s framework, AI is the dependable supporting actor, essential to the storyline but never the protagonist.

Designing new products, Future of Investing, Modern Marketing, The Quarterly Review

The Quarterly Review: How Acorns’ CFO Seth Wunder turns insights from market research into products and brand awareness

• In this edition, we check back in with Acorns' Seth Wunder about how his plans to distill market research done by the firm into product development panned out.
• Wunder breaks down how the firm has been enhancing its current product suite by focusing on GoHenry, and shares plans to release a new app for its Acorns Early product.

Business of Fintech, Future of Investing

Hotspots for investor support: What fintech CEOs are eyeing in the latter half of the year

• Fintech CEOs are generally optimistic for the year's second half.
• Logan Allin, founder and managing partner at Fin Capital, outlined fintech CEOs' key objectives and strategies to mitigate the effects of high interest rates on funding and valuations.

Future of Investing, The Quarterly Review

The Quarterly Review: The future of portfolio management and AI assistants ft. Public’s Leif Abraham

• Leif Abraham, co-CEO and co-founder of Public dives into how the firm is planning on adapting to changing investor sentiments and behaviors.
• Currently Abraham is busy integrating the firm's AI assistant into their investment flow and building new products that better cater to modern portfolios.

Future of Investing, Keys to growth

How data platform Ascent leverages CUSO and corporate VC investors to expand into credit unions

• Data company Ascent worked with two investors in the CUSO and credit union space to go to market targeting credit unions.
• We spoke to the firm's CEO as well as with investors from the Reseda Group and TruStage Ventures about how they built a collaborative ecosystem to help portfolio companies.