Think the 'Human Connection' Will Protect Your Practice From AI? Think Again
By John ManganaroAdvisors have one big advantage over AI agents, Jamie Hopkins believes, but it's not what many think.
August 20, 2025
Citi Wealth Head Sieg Faced Conduct Probe by Law Firm: ReportAmong other complaints, Sieg was accused of making a managing director cry, Bloomberg reported.
August 20, 2025
TaxStatus Taps New Board MembersEric Clarke and Ric Edelman will help the tax data provider with the launch of its new lead generation program for advisors.
August 20, 2025
12 Reasons Everyone Should Buy Life Insurance from an AgentThe most important is that death happens, but there are others.
August 19, 2025
Advisor's Widow to Pay $3.8M Over Husband's Alleged Ponzi SchemeThe deal is tied to the SEC's pursuit of Stephen Romney Swensen's estate in an alleged $29 million securities scam.
August 19, 2025
Nvidia-Led Tech Slide Cracks Summer Calm in Stocks"The market is all but pricing in a certainty for rate cuts in September and we agree ...," said Stephen Schwartz of Pioneer Financial.
August 19, 2025
Judge Lets Family's Suit Over $67.5M in Life Insurance Move ForwardWhen interest rates rose, the cost of the premium financing used to buy the policies soared.
August 19, 2025
How to Keep Up Client Momentum, Even in Quiet SeasonsWhat matters most is planning ahead for any time away and equipping your team to keep growth chugging along.