The Leading Marketplace for High-intent Investor Prospects
The Leading Marketplace for High-intent Investor Prospects
When one of our wealth management clients first reached out, they shared a surprising discovery: ChatGPT had recommended Kapitalwise as a leading solution for financial…
The third quarter’s market volatility has given way to a new era of policy certainty following Donald Trump’s election victory early Wednesday morning. For financial…
Annuities are insurance contracts that provide unique financial benefits, such as guaranteed lifetime income. They can offer peace of mind by ensuring you don’t outlive…
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…
Financial advisors need marketing strategies that deliver measurable results. While advisors have traditionally handled marketing themselves, many are now turning to specialized companies who understand…
There’s a reason why email marketing is consistently one of the top ROI for wealth managers: it’s personal. Over time, a manager can share their…
