Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered assistant to enhance estate planning are two ways wealth managers are incorporating AI into their daily lives.
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Some pointers from colleagues and mentors inspired female planners in unexpected ways.
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Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.
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In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
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Sometimes, advisors can build a better business by avoiding discussing business altogether.
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Every communication is an opportunity to reinforce your positioning, market your firm and your build your brand. Yes, you really are marketing, whether you think so or not. Might as well do it right.
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When it comes to social media most advisors will tell you my clients dont do that. On the surface, this seems reasonable. However, if you have clients who work in corporate America, all bets are off.
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An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
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An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated leader.
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