The Leading Marketplace for High-intent Investor Prospects
The Leading Marketplace for High-intent Investor Prospects
Wealth management marketing refers to the strategies and tactics used to attract, engage and retain high-net-worth (HNW) clients. With the complex needs of wealthy investors…
The wealth management industry stands at a pivotal moment. According to PwC’s latest research, assets managed using AI-powered platforms will surge to almost $6 trillion…
With more than 1.5 Million realtors in the United States alone, real estate professionals represent one of the most lucrative client segments for wealth managers,…
Digital transformation is revolutionizing financial advisor marketing. As fiduciaries and wealth managers adapt to a new era of digital engagement, the strategies and tools to…
As December winds down, advisors face a critical window for helping clients make smart tax decisions. This guide focuses on actions that need attention before…
Estate planning leads consistently rank among the highest-converting opportunities for financial advisors. While many advisors focus on retirement planning or investment management for lead generation,…
The final quarter of 2024 presents unique opportunities for financial advisor lead generation, but success requires more than traditional cold calling and basic outreach. As…
The third quarter of 2024 brought no shortage of ups and downs across financial markets. As a wealth manager, keeping clients grounded amid the turbulence…
In September 2024, the Federal Reserve announced a significant 50 basis point interest rate cut, lowering its target federal funds rate range to 4.75-5%. This…
NEW YORK, NY, September 13, 2024—Kapitalwise, a leading marketplace for high-intent investor prospects for financial advisors, today announced its integration with Redtail CRM, a widely-used…
