NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Infrastructure projects are expensive, divisive and downright complicated—but they’re also critical to the health of the U.S. economy, says Wharton’s Robert Inman.
Nearly every faction on the American political spectrum agrees that U.S. infrastructure desperately needs an upgrade. But what are the priorities and how should it be financed?
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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