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Savvy Wealth is giving advisors real-time insights on when their clients may need them most.

DNA Behavior's onboarding tool creates digital proxies of clients to determine behavioral finance traits.

FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.

Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, a recent study says.

Jordan Zaslav is the chief operating officer at Axios HQ.

While 65% of asset managers are in some phase of testing out GenAI, only 5% have actually applied it to a firm-wide growth strategy, a KPMG survey found.

With over 20 years of leadership in the insurance industry, including roles at Lloyd's of London, AIG, and Zurich, Jane Veeder is a seasoned expert in underwriting, marketing, and client relationship management. As Director of insurance Solutions at CYGNVS, she partners closely with clients to tailor solutions that meet their policyholders' unique needs.

Investment management firm Vanguard has cut the investment minimum to access its robo advisor from $3,000 to $100 in assets.

Stephanie Low is a Commercial Lines P&C Marketing Specialist for Acrisure Great Lakes. She is a dedicated insurance industry professional passionate about making a difference for Acrisure's clients and helping her team succeed. Stephanie has been in the insurance industry for nearly a decade and is specialized in market knowledge and connection to write Small and Middle Market Business. She is licensed in P&C, Life and is Flood Certified.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.