Wealth Management
2 articles
Business & Economy
3 Overlooked Features in Intention.ly’s Platform That Directly Impact Advisor AUM Growth
Many financial advisory firms struggle with marketing despite significant budgets, often due to fragmented strategies. This article highlights three overlooked features within Intention.ly's platform, such as a holistic "Growth Engine" and proprietary AI, that can directly impact advisor AUM growth by providing an integrated, accountable approach.
Sponsored by Intention.ly·July 13, 2026
Business & Economy
Why Atlanta's Top Families Choose John Mateyko for Comprehensive Financial Planning
John Mateyko, a Fiduciary Financial Planner and Managing Partner of IDEX Financial, offers comprehensive financial planning services for top families in Atlanta and Serenbe. With over two decades of experience, he helps clients balance multiple financial priorities, from retirement and education to wealth preservation and legacy planning.
Sponsored·July 7, 2026