NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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You may be getting questions about new tax provisions included in the One Big Beautiful Bill Act. Here’s a breakdown of who are some of the Act’s big winners. Start helping your clients now navigate these new provisions.
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.
The economic fallout of import tariffs on Canada, Mexico, and China depends largely on how long they stay in effect, according to Wharton’s Jeremy Siegel.
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