The Future of … Advisor Uses for Artificial Intelligence
Artificial intelligence (AI) will be a catalyst for profound change in society and business. Understand why the investment advisory world will not escape this technological wave.
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Staging a Charitable Client Event
While human tax preparers continue to be preferred over software programs, the share of tax filings prepared by human tax professionals has slipped in recent years.
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Counseling Clients with Sudden Wealth
Sudden wealth has many sources: lottery winnings, pro sports, an inheritance, a legal judgment or a business liquidity event. Investment professionals can play an important role in helping individuals survive emotions and mistakes often associated with a sudden financial windfall.
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Virtual Office
The idea of “going virtual” is not for every advisor—or every client, for that matter. However, doing so may offer a range of potential benefits that can help grow a practice and increase its profitability. Read on!
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