NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Chart Talk: A 2020 trend report shows that as technology saturates consumer experience, the wealthy are increasingly opting for service with a human being. Let the masses have the robots—personal service with a skilled professional is the new luxury.
Chart Talk: If you had invested $100 in one of these top-performing stocks in 2009, how much would you have today?
Chart Talk: This 2019 survey not only showed workers were interested in workplace retirement education, but that their interest is on the increase.
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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