NEWS & INSIGHTS

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FAs Weigh In: Well-Being Best Practices

FA-IQ reached out to advisors to ask: Since it’s Mental Health Awareness Month, could you share what you do to take care of your well-being while running your practice?

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Market Update – May 12, 2022

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Monthly Insights Newsletter – April 2022

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Monthly Insights Newsletter – March 2022

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Startup Catchlight Aims To Make Prospecting More Efficient

Prospect analysis and lead conversion provider Catchlight Insights has been operating with a small group of wealth management firms, helping their advisors prioritize client leads in a way that is meant to make cold calling and emailing more efficient. Aaron Marks is one of the first advisors to use the platform and provides his insights in this WealthManagement.com article.

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