Advisor360° Appoints Milind Mehere CEO to Accelerate AI-Driven Growth - citybiz
Advisor360°, a major provider of wealth management technology, has appointed Milind Mehere as CEO with a specific mandate to accelerate the company's AI-driven growth strategy. This leadership change signals a strategic pivot toward integrating more advanced AI capabilities into the Advisor360° platform, which is widely used by financial advisors for practice management and reporting.
Read full article at google-ai-financeWant the full daily Briefing?
30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.
Try free for 14 daysRelated stories
- Advisor-Centric AI: How Wealth Teams Can Streamline Client Meetings And Measure Operational ROI - Hubbis
This article discusses the practical application of AI within wealth management teams, specifically focusing on streamlining client meetings…
- TradePMR Bets the Future of Wealth Management Is Finally Arriving - ThinkAdvisor
TradePMR is positioning its platform for the future of wealth management by integrating advanced technology, signaling a broader industry sh…
- Zephyr's Adjusted for Risk: Uncovering the Holy Grail of Advisory Services: Customization Meets Scale
This article explores how advisors can leverage technology to scale personalized model portfolios without sacrificing their unique brand ide…