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The modern obsession with Big Data, which is entirely backward-looking, has created a blindspot for what author Martin Lindstrom calls Small Data: anecdotal observations that, when explored and acted upon, can lead to real innovative breakthroughs.
The lasting legacy of Facebook’s Cambridge Analytica scandal is the politicization of personal data privacy that will surely intensify, writes Wharton Dean Geoffrey Garrett in this opinion piece.
After a rough 2016, this advisor created a data matrix to determine why several big clients had moved on. She found they had some key elements in common, pointing to topical warning signs and key issues in today’s client-retention landscape.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
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Chicago
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May 13–16, 2024