Zeplyn, which provides an AI operating system for wealth management firms has launched Advisor Coaching, a capability that automatically evaluates and scores advisor-client conversations and delivers actionable feedback without requiring managers to review transcripts manually. The capability, now available at the organizational level for Zeplyn customers, analyzes client conversations against a customizable scoring rubric and…
A few years back, my friend and neighbor Debbie stopped by with a gift for me, and it ended up being one of the most useful food gifts I’ve ever received! It was a powdery mixture of something she called “SOS Mix,” and while I wasn’t exactly sure what it was at first, I knew…
Shoppers in Washington state who received certain promotional emails from Costco over the past five years may be eligible for a cash payment under a proposed $14 million class action settlement. The settlement resolves a lawsuit alleging Costco sent commercial emails with false or misleading subject lines that advertised limited-time sales or last-day offers, even…
The Senate Committee on Health, Education, Labor, and Pensions was forced to delay its vote to advance the nomination of Acting Secretary of Labor Keith Sonderling to be the long-term secretary due to a lack of attendance. A spokesperson for the Senate HELP Committee confirmed the delay to PLANADVISER, adding that the committee will take…
Four years after being stabbed on an amphitheater stage, Salman Rushdie sat across a courtroom from his convicted attacker Thursday and told jurors for a second time about the ambush that nearly killed him. The prize-winning writer recalled feeling what he thought was a punch under his chin, then feeling blood coming from his neck. Soon “I was on…
Joey Graham serves as CEO of Prochant Prochant was founded in 1999 Longshore Capital has made an investment in Prochant, a Charlotte, North Carolina-based technology enabled revenue cycle management service for home-based care providers. No financial terms were disclosed. The capital infusion will be used by Prochant to drive the company’s next phase of growth….
As part of our bathroom renovations one year, we had the shower curtain in the hallway bathroom replaced with a glass enclosure. But as I collected the set of shower rings that held up the shower curtain, intending to throw them out, I just couldn’t bring myself to do it! The shower rings were still…
Payments in a $425 million Capital One class-action settlement could be delayed by a year or more due to an appeal seeking to rescind the settlement, meaning more than 5 million class members will have to keep waiting for their checks. The distribution of payments was expected to begin this week. Instead, the Capital One…
I like to think about how much Ford Motor Company has changed since the installation of the first moving assembly line in Highland Park. From the first mass-produced internal combustion engines in the first commercially available cars to some of the world’s most innovative electric and hybrid engines found in sports cars, luxury vehicles and…
Listen to the article 13 min This audio is auto-generated. Please let us know if you have feedback. For years, many CFOs built their reputations solely by delivering results. Success in their role and the perception of it among their peers was measured by financial performance. That type of strong track record opened the door…
