Latest Articles

2026-02-24·6 min read

How People Find Financial Advisers Through AI Search — And What It Means for Your Practice

Consumers are asking AI tools to recommend financial advisers. The firms that AI tools cite are winning a disproportionate share of high-value clients.

Financial AdvisersAI SearchClient Acquisition

2026-01-30·7 min read

AI Search for Wealth Management: Winning High-Net-Worth Clients in a New Era

High-net-worth individuals are using AI tools to research wealth managers. Firms that optimise for AI discovery are capturing a new generation of affluent clients.

Wealth ManagementAI SearchHNW Clients

2026-02-08·6 min read

Structured Data for Financial Services: Making Your Practice Visible to AI

Financial services websites need specific schema markup to be discoverable by AI tools. Here's the technical playbook for advisers and wealth managers.

Structured DataFinancial ServicesSchema Markup

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