Wealth Management
5 articles
Intention.ly vs. Generalist Agencies: Which Is the Right Growth Partner for RIAs? (Expert Breakdown)
RIAs often struggle to attract ideal clients, making the choice of a growth partner critical. Specialist consultancies, particularly in financial services, offer superior results compared to generalist agencies due to their deep expertise and outcome-focused approach.
7 Proven Advisor Recruitment Strategies Intention.ly Delivers for Top RIAs in 2026
The landscape of advisor recruitment has shifted from transactional compensation to brand-led strategies, as top talent now seeks firms with clear vision and growth platforms. Intention.ly helps RIAs attract A-players by building magnetic employer brands and deploying digital-first content strategies.
How Vincere Portfolios' Algorithms Pursue Systematic Growth Without Using Leverage
Vincere Portfolios offers proprietary algorithmic trading strategies in U.S. regulated futures markets, emphasizing systematic growth without the use of leverage. Their approach focuses on risk management, transparency, and fully collateralized positions, aiming to reduce emotional decision-making in investing.
3 Overlooked Features in Intention.ly’s Platform That Directly Impact Advisor AUM Growth
Many financial advisory firms struggle with marketing despite significant budgets, often due to fragmented strategies. This article highlights three overlooked features within Intention.ly's platform, such as a holistic "Growth Engine" and proprietary AI, that can directly impact advisor AUM growth by providing an integrated, accountable approach.
Why Atlanta's Top Families Choose John Mateyko for Comprehensive Financial Planning
John Mateyko, a Fiduciary Financial Planner and Managing Partner of IDEX Financial, offers comprehensive financial planning services for top families in Atlanta and Serenbe. With over two decades of experience, he helps clients balance multiple financial priorities, from retirement and education to wealth preservation and legacy planning.