Practice Management

Discover YourStake's enhanced AI meeting notes - now with intelligent meeting type selection. Get tailored documentation for client reviews, prospect meetings, and more.

Watch how AI is transforming financial advisory practices by automating document processing, meeting notes, and portfolio analysis. See YourStake's latest tools in action.

Learn how VADIS combines values-based investing with direct indexing to deliver personalized portfolios starting at just $25,000. Discover how advisors can offer sophisticated portfolio customization, tax efficiency, and values alignment to all clients while maintaining competitive fees and operational efficiency

Explore First Affirmative's Q4 2024 market commentary analyzing AI's impact, ESG shifts, and market performance in early 2025. Learn how the Magnificent Seven and policy changes are reshaping investment landscapes.

Create more compelling investment proposals with Advisor Core's new three-way portfolio comparison, enhanced analytics, and tax optimization tools. Elevate your practice in 2025.

Discover how AI meeting note-taking software for financial advisors can reduce admin time by 70%. Learn about automated meeting summaries, CRM integration, and compliance-ready documentation. Perfect for wealth management firms looking to scale their practice.

Discover how AI is reshaping sustainable investing with Gabe Rissman. Learn about values-aligned portfolios, investor activism, and sustainable investing strategies in this Planet Profits Podcast episode

YourStake and Anasova delivered a webinar where financial advisors learned how to streamline lead generation, convert clients faster, and scale your practice effortlessly with AI

Learn how top financial advisors use Advisor Core to win clients and boost growth. Discover 6 strategies for automating proposals and personalizing portfolios in 2024.

Gabe Rissman, shares insights on the FPA’s Smarter Planner Podcast on current and future AI applications for financial advisors, from automating manual tasks to delivering personalized portfolio analysis. Learn how to thrive as an AI-powered planner in a rapidly evolving industry

Uncover the shocking fines imposed by SEC and FINRA on financial firms for AI-washing and influencer marketing malpractices. As a financial advisor, learn how to adapt to the digital age while steering clear of compliance pitfalls. Protect your firm's reputation and client trust with our expert insights on leveraging new technologies and digital partnerships the right way.

Discover the three most pressing challenges RIAs face in 2024 and learn proven strategies to overcome them. Attract top talent, develop a clear growth strategy, and harness technology for operational excellence.

Gabe Rissman shares an update on the growth of our achievements of AI OCR technology for statement extraction and portfolio analysis for financial advisors.

Explore how financial advising is evolving with Direct Indexing to meet Gen Y and Z's need for personalized, impactful investment strategies.

Discover the role of AI plays in enhancing wealth management, automating tasks, and enabling advisors to focus on high-value services. Dive into the history and future of AI technologies, including large language models like ChatGPT.

Advisor Core leverages cutting-edge AI technology to revolutionize and streamline the client onboarding process for financial advisors. With robust analytics, automated proposal generation, and more, Advisor Core empowers advisors to rapidly understand prospects, create tailored plans, and scale their practices like never before.

Learn how YourStake and First Affirmative Financial Network are powering a new solution for Direct Indexing through VADIS.

Most Advisors I talk with recognize that some change is coming with AI, but don’t yet have clear pictures of what the next 5 months, let alone 5 years will look like. Here's my take.

Discover the powerful benefits of values-based investing for financial advisors and their clients. Learn why it's important to build client trust by helping them invest in alignment with their beliefs.

As we explore the vast potential of AI in wealth management, it's essential to focus on what Financial Advisors must do to prepare for the future. How can they attract new clients, retain existing ones, and become better, faster, and smarter Advisors?

ESG-labeled funds are available from nearly all of the largest asset managers like Blackrock, Vanguard and Fidelity. While they have contributed to strong ESG investment growth, they often lack the targeted ESG strategies that make smaller firms more impactful.

Compared to retail investors, institutional investors dominate sustainable and ESG-linked investing. Here’s what ESG-minded retail investors should know about institutional investors’ approach to ESG.

Communicating ESG investing strategies is important to ensure alignment between clients’ aims and portfolio outcomes. Here are the most common ESG investing strategy categories.

Read what co-founder Gabe Rissman’s thoughts are on what Advisors should expect for ESG and Values-Based Investing in 2023.

Market volatility has been the main focus of late, learn how you can offer ways for clients to stay invested in times of uncertainty.

Hear YourStake's thoughts on what the recent fine on BNY Mellon could mean for the future of ESG investing.

On this Earth-Day we look at the past and future of our planet and charter our course to the sustainable future.

Finding a client's values can be a hard process. Here are a few ways to approach the conversation and how to make a meaningful roadmap for investing.

ESG investing can be hard to navigate, this guide helps establish a routine to help offer the best experience for your clients when it comes to reporting on ESG investments.

The power of shareholder engagement and how companies can change by just the uplifting of voices.

Making sense of rating discrepancies from company to company and addressing the common question, "What is and is not considered ESG?"

Three approaches to how YourStake handles missing data in their collection process and how to build transparency and trust in reporting.

Reporting on investment impact can be hard, but utilizing YourStake's reports can create ease and allows you to showcase the areas for leadership and growth.

A recent survey by Cerulli Associates indicated that many financial advisors may be underestimating client demand for ESG investing. Of the advisors surveyed, 58% said that they hadn’t yet adopted ESG strategies because of a lack of investor demand. But why?

Clients may not explicitly say they want to ESG but that doesn't mean they do not want to invest with impact, here is how to have those conversations.