Webinar
Webinar: Data-Driven Strategies for Client Prospecting and Retention
Join us for a tactical discussion built exclusively for independent financial advisors and RIA firm leaders looking to understand how data and new technology help win and retain clients in an increasingly competitive landscape.
Read more
Insight
Women’s Wealth and the U.S. Economy
For decades, wealth conversations have largely overlooked women, but that’s changing. Women are not only earning and inheriting more wealth than ever before, but they’re also shaping how wealth is built, invested, and used.
Read more
Insight
How women are reshaping wealth (and why you should be paying attention)
Women are set to inherit 70% of all wealth in the next 25 years. Along with increased earning potential, this wealth shift will reshape America's financial landscape. Learn why advisors can’t afford to overlook this shift and how Aidentified helps you connect with high-potential female prospects at the right moment.
Read more
