NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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For microlenders, what's the balance between financially empowering the poor and turning an appropriate profit? The industry is experiencing some growing pains as it tries to sort the matter out.
Well-off borrowers are having difficulty getting loans at competitive rates—or getting loans at all—because of the government's dominance of the credit markets.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025