A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

The tool is designed to help agents walk homebuyers and sellers through common financial questions on affordability and more.

Here's a strategic, four-step blueprint for how financial institutions can harness agentic AI for a more autonomous, intelligent enterprise.

The received wisdom around wealthtech AI applications has been that rather than steal jobs away from advisors, they will free them up to deliver what machines can't: the human touch. And in the near ...