Can You Teach Your Clients By Using Generative AI?
Generative AI is not an easy button for educational materials, but it is a time-saver. Educational resources are key for ...
Marketplace13h
Americans are turning to social media for financial advice
Some social media financial influencers excel at explaining complex concepts to their audiences, said New York Times reporter ...
How Next-Gen Financial Advisors Are Raising Money to Buy Ownership Stakes Where They Work
The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...
Are There Any Tax-Free Investments? A CFP Explains
Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.
LPL Financial Welcomes Southwest Advisory Group to Linsco Channel
LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL’s employee advisor channel, Linsco by LPL Financial, to ...
LPL Financial: Southwest Advisory joins Linsco by LPL Financial
LPL Financial (LPLA) announced that Steve Schulte, and Melissa Toler Short have joined LPL’s employee advisor channel, Linsco by LPL Financial, ...
InvestmentNews20h
Advisors weigh reputational risks, regulatory shifts in digital asset adoption
Client sentiment and the regulatory climate may be getting sunnier, but fiduciary concerns are still holding three-fifths of ...
A Volatility Buffer: Discussing Fixed-Indexed Annuities With Retired Clients
By openly addressing both the pros and cons, advisors can build trust and empower clients to make decisions that genuinely ...