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News
If You Invested $20,000 in Meta 5 Years Ago, How Much Could You Have Now?
4+ hour, 38+ min ago (432+ words) Meta, then trading as Facebook under the ticker FB, closed at $341.66 on July 20, 2021. 1 Assuming you invested $20,000 that day and purchased only whole shares, here’s how the investment would have started: Your investment would have consisted of 58 shares of Meta and…...
America’s Safest Big Cities – 2026 Study
1+ day, 7+ hour ago (171+ words) In this follow-up to SmartAsset’s America’s Safest Midsize Cities study, SmartAsset examined 83 U.S. cities with populations of 250,000 or greater — more than 90% of America’s big cities — to identify the nation’s safest. Cities were ranked using composite scores based on violent…...
Event Marketing Automation Tools for Financial Advisors
3+ day, 18+ hour ago (726+ words) Are you looking to expand the marketing of your financial advisor practice? Try SmartAsset AMP, a holistic client prospecting and marketing automation platform. Marketing automation tools can differ in the features they offer and you may need to spend some…...
12 AI Productivity Solutions for Financial Advisors
3+ day, 18+ hour ago (1293+ words) Improving the client experience can encourage retention and potentially bring more referrals your way. The following AI tools can assist with client management in a variety of ways: Jump is an AI-powered assistant for financial advisors that’s designed to streamline…...
If You Invested $15K in the SpaceX IPO, How Much Do You Have Now?
1+ week, 1+ day ago (289+ words) Next Steps: Managing your investments can be overwhelming. We recommend speaking with a financial advisor. This tool will match you with vetted advisors who serve your area. Enter your ZIP code to find your matches: A $15,000 investment at SpaceX’s $135 IPO…...
How Financial Advisors Can Use Sales Navigator
1+ week, 4+ day ago (1040+ words) SmartAsset’s Advisor Marketing Platform (AMP) offers financial advisors services like client lead generation, automated marketing and more. Learn about SmartAsset AMP today. Next Steps: Financial planning can be overwhelming. We recommend speaking with a financial advisor. This free tool will…...
America’s Most Innovative States - SmartReads by SmartAsset
1+ week, 5+ day ago (378+ words) Tanza Loudenback is a freelance writer and editor specializing in personal finance and business. She currently holds the Certified Financial Planner™ (CFP®) certification, and has since 2020. She was previously a top-read author and editor at Business Insider, where she helped…...
Choose the Right CRM for Your Advisory Practice
1+ week, 5+ day ago (1750+ words) Are you looking to expand the marketing of your financial advisor practice? Try SmartAsset AMP, a holistic client prospecting and marketing automation platform. Next Steps: Financial planning can be overwhelming. We recommend speaking with a financial advisor. This free tool…...
How to Use AI Lead Scoring as a Financial Advisor
1+ week, 6+ day ago (898+ words) SmartAsset’s Advisor Marketing Platform (AMP) offers financial advisors services like client lead generation, automated marketing and more. Learn about SmartAsset AMP today. Lead scoring is a sales and marketing practice that assigns a value or score to each prospective client…...
SpaceX Employee Stock: Vesting, Taxes and Selling Strategies
3+ week, 1+ day ago (1240+ words) When SpaceX went public on June 12, 2026, it completed the largest IPO in history at $135 per share.1 But while the IPO created substantial wealth for many employees, it also marked the beginning of a series of financial decisions that could significantly…...