Topic: wealth management
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Top 10 Email Marketing Tools for Financial Services in 2025
Effective email marketing in financial services requires balancing personalized communication with strict regulatory compliance, using platforms that centralize client data and automate compliant follow-ups. Leading platforms like HubSpot, Salesforce, and Zoho cater to different segments, offerin...
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Josh Brown: Apple's AI Push Changes Everything for the Stock
Apple's AI chatbot Veritas, currently an internal project, could significantly boost the company's stock if publicly launched, as it offers personalized, context-aware responses based on user data. The market has not yet priced in the potential impact of Veritas, with current analyst models overl...
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M2: Digital Asset Wealth Management for High-Net-Worth & Institutional Investors
M2 is repositioning as a digital asset wealth management platform exclusively for high-net-worth individuals, family offices, and institutional investors. The firm offers bespoke investment solutions, institutional-grade security, and services like regulated custody and yield generation to meet s...
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