3 financial advisors reveal how to read Fed odds like a pro

Four times per year, the Fed releases its projection materials along with the dot plot, a chart showing where up to 19 Fed officials expect interest rates to be in the years ahead. In this chart, each ...
Wealth Management

Zocks Raises $45M Series B to Expand AI Capabilities for Financial Advisors

Zocks secures $45M Series B funding co-led by Lightspeed and QED to expand AI capabilities for financial advisory firms ...
InvestmentNews

Advisor playbook backfires in annuity talks, Jump data analysis shows

A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...
Ventureburn

Zocks Secures $45M To Expand Agentic AI For Financial Advisors

Zocks raises $45M to expand its AI platform for financial advisors with deeper automation and enterprise features.
InvestmentNews

Zocks raises $45M in continued push for AI as an advisor growth driver

The PE-backed San Francisco startup is betting that “agentic” AI can help firms sift through client conversations for ...
Hoodline

University of Cincinnati's 1819 Innovation Hub Welcomes Data and Wealth Management Experts to Foster Local Talent

Two new partners, N Solutions and Incline Wealth Advisors, join UC's 1819 Innovation Hub to impart data and financial ...