NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Wharton’s Kent Smetters breaks down the projected effects of the reconciliation bill on national debt, GDP, and low-income households.
Advisor TalkingPoints: Enhance client interactions with our monthly review, offering insights into the market’s rebound, the inflationary effects of tariffs, housing market trends, the advantages of a long-term investing horizon, and the latest developments from the Federal Reserve.
ChartTalk: The International Monetary Fund is expecting slower growth in much of the world through 2026. But some countries will stand out. Here’s an infographic depicting growth projections around the globe.
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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