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Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
Not too long ago, some believed that robo-advisory services represented a changing of the guard: as younger and more tech-savvy generations reached maturity, human advisors would be supplanted by their AI-powered counterparts. But although robo-advisors have gained a foothold in the wealth management space, investors still overwhelmingly prefer working with a flesh-and-blood advisor. This article from Adam Van Deusen at Kitces explains why.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.
Articles
March 11, 2025
Articles
February 19, 2025
Articles
February 1, 2025
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.