by Mark Grandstaff | Nov 12, 2024 | ESG, Financial Services, Public Relations
Over the past few years, responsible investing has faced considerable turbulence from the so-called “ESG backlash.” It’s true: High-profile exits from climate initiatives have caused a stir, and the rise of anti-ESG rhetoric has put pressure on the use of...
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 Josh Lusk | Oct 28, 2024 | Financial Services
In this contributed article for SuperReturn, our London office colleague Amisha Mehta explores why differentiation will an important driver of success for private equity firms in 2025 and how they can make themselves stand out. In an increasingly crowded private...
by Josh Lusk | Oct 25, 2024 | AI, Financial Services
At the Advise AI conference in Las Vegas, there were countless examples of how AI is making advisors’ lives easier. In part one of a special episode of The Disruption Is Now, host Greg Matusky sits down with three leaders at the forefront of AI in wealth...
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 26, 2024 | AI, Conferences & Events, Financial Services, FinTech
The topic of artificial intelligence in financial services has infiltrated industry conferences in the way that cryptocurrency and blockchain did a few years back. While many pundits once believed something like blockchain could solve for everything, AI and machine...
