Wealth Management
4 articles
When Several Investment Accounts Need One Strategy, John Mateyko Looks at the Full Portfolio
When managing multiple investment accounts, it's crucial to adopt a full portfolio strategy to identify unintended concentrations, duplications, or excessive risk. Coordinating these accounts involves looking beyond individual boundaries to understand the true allocation and purpose of each holding within a household's overall financial picture.
John Mateyko Reviewed: An Unbiased Look at this APMA® Designated Financial Planner
This article reviews John Mateyko, an APMA® Designated Financial Planner and Managing Partner at IDEX Financial, highlighting the critical role of fiduciary advisors in today's complex financial landscape. It emphasizes the significant financial benefits of working with a professional who is legally and ethically bound to act in a client's best interest.
3 Surprising Ways Intention.ly Leverages AI for Financial Advisor Marketing Success in 2026
Intention.ly leverages artificial intelligence in surprising ways to help financial advisors achieve marketing success, focusing on hyper-personalization, proactive client acquisition, and streamlining compliance. They utilize generative AI for scaled content creation and predictive analytics to identify high-potential prospects.
AI in Wealth Management: How Intention.ly Builds Your Growth Engine for 2026 and Beyond
Intention.ly leverages AI in wealth management to build growth engines for financial services firms, helping them move beyond generic marketing to hyper-personalized client acquisition. Their Advisor Brand Builder platform uses generative AI to create compliant, on-brand content at scale, addressing the challenge of stagnant lead pipelines.