by Josh Lusk | Jan 7, 2025 | AI, Conferences & Events
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know CES is All About AI. Here’s What to Know Welcome back...
by Mark Grandstaff | Dec 2, 2024 | Conferences & Events, Financial Services, Thought Leadership
SuperInvestor, Europe’s annual gathering of private markets fund managers and investors, took place among the yachts and luxury car showrooms of Monaco. While there was plenty of glitz in the surroundings, the conference itself was focused on some of the grittier...
by frogdog tech | Nov 26, 2024 | Conferences & Events, Financial Services, Public Relations, RIAs
This year’s Schwab IMPACT conference was all about the client relationship. Financial services leave no stone unturned as they optimize every aspect of their businesses for long-term growth and success. Three standout sessions—by Cam Marston, Brian Perry, and Daniel...
by Mark Grandstaff | Oct 29, 2024 | AI, Conferences & Events, Financial Services, RIAs
We are nearly two years into the arrival of generative AI. How are financial advisors using this technology? And, how do they feel about it? We attended Financial Planning’s Advise AI conference to get a snapshot of advisors’ relationships with generative AI. But we...
by Mark Grandstaff | Oct 1, 2024 | Conferences & Events, Financial Services, RIAs
For the past few years, the Future Proof Festival has ditched the traditional trappings of the RIA conference in favor of a sunny California boardwalk. This year’s event drew more than 4,700 attendees and marks a deliberate shift toward a more relaxed, engaging, and...
by frogdog tech | Sep 27, 2024 | Conferences & Events, Public Relations, RIAs, Social/Digital Marketing
First-time buyers at the M&A deal table surged 10-15% over the past three years, according to David DeVoe, Founder and CEO of DeVoe & Company. At the 2024 M&A+ Succession Summit in San Francisco, he revealed that while the top 10 acquirers once dominated...
