Early in a firm’s life cycle, a founder might take on nearly any client (and their fees) just to generate enough revenue to ‘keep the lights on’. However, as the firm grows, some of those early clients may no longer be profitable to serve – especially if they generate lower fees than newly onboarded clients. … Read more
The EU’s Artificial Intelligence Act came into force in August last year. Yet as Gloria González Fuster explains, there remain more questions than answers about how the EU’s approach to AI will function in practice. If there was a race to regulate Artificial Intelligence (AI), then the European Union won it. Maybe there was no … Read more
Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Peter Krull. Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. What’s unique about … Read more
Speaking at a Fitch Ratings event on the development of insurance-linked securities (ILS) in Brazil, Rodrigo Botti, former CFO of IRB and former CEO of Terra Brasis, emphasised a domestic market-first approach, with no intention of competing with other established ILS hubs.According to Botti, the ILS approach taken by Brazil focuses on aligning regulations with … Read more
Generative AI has the potential to redefine productivity, create novel applications, and reinvent customer experience. But without a strategic approach, you could not only miss out on the promise of this powerful tool, but also drain time, energy, and resources away from other mission-critical initiatives across your organization. To that end, Kristen Backeberg, Director of … Read more