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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Why Firms Shouldn't Rely on AI Too Much

Artificial intelligence and machine learning are making their way into wealth management. However, compared to other industries, there is still a lot of ground to make up. This article from RIA Intel explores how AI has impacted wealth management and what the future might hold.

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Logan Burgess
Logan Burgess
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.

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