Financial Advisors Take Back Time with AssetM...

Creative Planning has been trusted with more than $700 billion in client assets under management and advisement. A simple truth? That doesn’t happen by accident. Jeff Stolper – the firm’s Director of Financial Planning – joined us to discuss how Creative Planning’s client-centric ...  Show more

FINNY founder Eden Ovadia shares how the firm is tackling one of financial advice’s biggest challenges: organic growth. Advisors can spend up to 60 hours to win a single client – consuming their most valuable asset: time. And that doesn’t scale. FINNY’s approach – using AI to ide ...  Show more

Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long time. For years, it has explored AI and adjacent technologies in order to analyze ...  Show more

Investors are expecting artificial intelligence to power the next tech revolution - but are they right? Positive numbers from AI chipmaker Nvidia have powered a global stock market rally in recent weeks, with valuations of the so-called Magnificent Seven soaring as AI enters the ...  Show more

Most investors are not as smart as they thought they were a year ago. Fortunately, they're also not as dumb as they feel today. Morgan Housel, author of the international best-selling book “The Psychology of Money” joins Motley Fool co-founder Tom Gardner on to discuss investing ...  Show more

In this episode of The Brainy Business podcast, host Melina Palmer welcomes Jeff Kreisler, Head of Behavioral Science at JPMorgan Chase and celebrated author. Dive into Jeff's fascinating journey from lawyer and stand-up comedian to a leading expert in behavioral sci ...