Tag Archives: Adjusts

SmartAsset Readjusts Timeline on Public Consultant Profiles. You’ll …

SmartAsset is using a form of artificial intelligence to hasten its progress of creating a public profile for all 300,000-plus registered investment advisors in the United States. The company that offers a digital lead-generation service for advisors called SmartAdvisor is currently using some of its $28 million investment from RIA aggregator Focus Financial to build a user-friendly directory with detailed, public-facing profiles of all RIAs, regardless of whether they sign up for the service or not. In September, 10,000 profiles went live on the company’s SmartAdvisorMatch.com website and the goal […]

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