HeyJaredBen Henry-Moreland
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 25, 2026
- Outlet visibility, for InvestmentNews
- Top 1M sites
- Earliest in this view
- Aug 21, 2026
Latest articles
FINNY pivots to a 'pay-as-you-grow' revenue-share model (opens the original)
Read excerpt
New business and revenue generation is one of the primary challenges of financial advisors. And because the lifetime value to the advisor of an ongoing advisory client is so high (e.g., if the advisor manages $1M for the client at a 1% fee, then over a 20-year relationship the client will pay the advisor 20 × (1% × $1M) = $200,000, which at a 30% average profit margin is $60,000 of lifetime profits from a single client relationship over two decades of service), advisors are often willing to pay
Funding for alternative investment distribution continues to swamp SaaS solutions (opens the original)
Read excerpt
Alternative investments have gotten a lot of attention for their growth in recent years, yet they still remain a relatively small part of the overall investment landscape. For example, there is around $20 trillion invested in alternative assets like private equity and debt, hedge funds, and real estate, but that's a relative drop in the bucket compared to the estimated $318 trillion in combined global public equity and fixed income outstanding. Which roughly aligns to the estimated 3% average al
Feathery raises $30 million for its AI workflow automation and account opening tools (opens the original)
Read excerpt
Running an RIA often requires striking a balance between providing personalized service to meet each client's unique needs and using standardized processes to be able to operate at a scale that's large enough for the business to sustain itself. When advisory firms are still on the smaller end of the scale, they often err towards customization: Specialized client service is typically what drives new business and revenue, which has a bigger impact on the bottom line than any efficiency gains that
'AI-native' CRMs are proliferating (opens the original)
Read excerpt
The CRM has been a core part of the advisory firm tech stack for many decades: first as a digital Rolodex of client contact information, then as a repository of client meeting notes and supplemental information, and eventually as a hub for workflows and task management built off of the data stored within the CRM system. CRMs thus became the "system of record" for RIAs that contained the definitive data for each client, and many other technology tools build their integration capabilities primaril
‘What does this agent actually do?’ (opens the original)
Read excerpt
The rise of AI within advisor technology has come along with a lot of new jargon for users and evaluators of new technology to learn. Words like 'context', 'instance', and 'intelligence', which are all common words outside of AI, have completely different meanings when used in regard to AI. But one of the most confusing AI-related words right now is 'agent'. So many different technology providers today have some version of an AI agent doing things within their software, and yet few take the time
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 1M sites
For InvestmentNews, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.