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Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated them into their practices said the benefits go much deeper.
November 7
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Ali Baydoun, a partner at
UHY , is a leader in the firm's enterprise business services practice, where he delivers advisory, tax and attest services to middle-market clients in various industries. He provides audit and assurance services as well as crisis management services.November 7
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Stocks have been on a historic bull run, but the good times can't last forever. Now's the time to diversify with private equity, credit and other alternatives, say wealth managers at Dynasty, Nuveen and WEG.
November 7
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New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.
November 6
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Sports are in for the ultrawealthy; paintings, out. Some 20% of 111 billionaire families served by the Wall Street giant now own controlling stakes in sports teams.
November 6
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In a filing with the SEC, Edward Jones announced plans to expand associate ownership by creating a new class of limited partners and a two-tier structure.
November 6
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The Ensemble Practice's annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors but reaping healthy profits.
November 6
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