NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Free-trade agreements have been in the crosshairs for much of the Presidential campaign. But while pro-jobs rhetoric plays well with American crowds, the reality is that protectionist policies will come with painful repercussions.
As Donald Trump takes office, advisors are optimistic about how his Presidency might affect their business. Tax cuts, higher interest rates, and a potentially watered-down DOL rule could present more opportunities to show value and make clients happy.
Advisor TalkingPoints: Prepare for client interactions, with this month’s review of the election results, its impact on the broader market, various sectors, and bonds. Our expert also looks at some of the recent economic data and takes a look ahead.
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AI Marketing for Advisors
Begins October 23, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025