Company news and announcements from AdvisorFinder
New platform helps advisors measure and improve visibility across ChatGPT, Claude, Gemini and Perplexity as client discovery habits shift beyond traditional search
New data challenges conventional wisdom: 45% of advisor searches come from wealth builders, not retirees; virtual meetings preferred by 67% of prospects
91% of AI-recommended firms fall outside Top 200 RIAs by AUM. First comprehensive study of AI visibility in wealth management reveals that firm size shows little correlation with AI recommendations.
Quarterly survey reveals financial advisors optimistic about client retirement readiness, tax outlook, and widespread AI adoption in advisory practices
Revolutionary updates respond to explosive growth since January 2023 launch, addressing the $1 million+ cost of delayed financial guidance. The platform now features a streamlined assessment process and powerful financial decision-making tools.
Partnership expands access to financial guidance by connecting trusted media brand with user-centered advisor discovery platform
New resource hub offers free tools and guides to help Americans make more informed financial decisions