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    Product R + D

    The AI Revolution: How New Technology is Reshaping Financial Planning & Insurance

    by FIG Marketing April 15, 2025
    written by FIG Marketing

    It wasn’t long ago when the words “artificial intelligence (AI)” were only associated with movies of sentient robots taking over the world. This was before most of us had any personal experience with AI in our daily lives; before the 2022 launch of ChatGPT catapulted AI to the top of headlines.

    Today, AI is impacting almost every industry in some capacity.

    Whether you’re excited about AI’s potential or sick of the media buzz, it doesn’t change that AI has arrived in the financial advisory landscape and is here to stay. The question is: How will you embrace it?

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    April 15, 2025
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  • Business Development

    5 Powerful Tips to Grow & Scale Your Financial Practice in One Year

    by FIG Marketing March 26, 2025
    by FIG Marketing March 26, 2025

    Want to grow and scale your financial practice in just one year? Discover five powerful strategies to attract more clients, enhance retention, and streamline your business.

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  • Product R + D

    Asset Location and Tax Management Inside a Portfolio [Case Study]

    by FIG Marketing March 18, 2025
    by FIG Marketing March 18, 2025

    How does asset location mesh with tax management for a client’s portfolio? This case study takes a deeper look.

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