These devices can help you stay attentive to whoever you're interviewing, without needing a clunky laptop or experiencing ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

An attendee wears Meta Ray-Ban AI glasses during the Meta Connect event in Menlo Park, California on Thursday, Sept. 18, 2025. With the advent of wearable artificial intelligence devices like the ...

For most of 2024 and 2025, the Client Meeting Support category was one of the fastest growing sections of the Kitces AdvisorTech Map. This was thanks to a plethora of new AI notetaker tools that ...

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...

Lars Peterson joined Investopedia in 2023 as a senior editor of financial product reviews with a focus on personal loans, credit cards, mortgages, and other financial products and services. Lars has ...

Have you ever left a meeting with a notebook full of scribbled ideas, only to feel overwhelmed by the task of turning those notes into actionable steps? It’s a common struggle, but one that’s quickly ...

Parth is a technology analyst and writer specializing in the comprehensive review and feature exploration of the Android ecosystem. His work focus on productivity apps and flagship devices, ...

Jump reports financial advisors are experiencing enhanced client interactions and improved focus during meetings as AI ...

Client meetings are where relationships are forged; leveraging this new partnership arms advisors with critical, timely and easily-understandable information. Asset-Map Holdings, Inc. (“Asset-Map”), ...