Few technological innovations have disrupted industries as rapidly as artificial intelligence (AI). AI has already transformed how many companies do business by streamlining operations and enhancing decision-making. This year, 77% of companies are using AI, and 83%...
As a financial advisor, your business’s success relies on your ability to attract a steady influx of new clients. While 90% of financial advisors acknowledge the importance of marketing, only 23% have defined marketing strategies in place. Failing to prioritize...
Are you a financial advisor trying to decide what type of firm to join? Or maybe you’re an investor trying to choose the right financial advisor? Whichever group you fall into, you may have come across this question during your research: what is the difference...
If you’re a financial advisor who has considered either starting your own financial advisor team or joining an existing one, you’re not alone. A 2017 study by Cerulli Associates found 55% of all financial advisors operate in teams. The growing trend in financial...
On December 20, Congress signed the first major retirement legislation since the Pension Protection Act of 2006. The “Setting Every Community Up for Retirement Enhancement,” or SECURE Act, was passed as part of a broader effort to avoid a government shutdown. The new...
