New Advisor Survey Finds Rapid Attitude Shift on AI
By Michael S. FischerThe vast majority of financial professionals find the emerging technology helpful to their practice, Advisor360° research found.
February 25, 2025
Social Security Fairness Act Retroactive Benefit Payments Starting 'Immediately'SSA's original estimate of taking a year or more will only apply to complex cases, SSA's Dudek says.
February 25, 2025
Social Security Administration Closes Offices, Realigns FunctionsThe agency closed its Office of Civil Rights and Equal Opportunity and its Office of Transformation.
February 25, 2025
TaxStatus Unveils Financial Baseline Report Featuring Direct IRS DataThe product aims to help advisors make smarter decisions and streamline planning for better client outcomes.
February 25, 2025
CFP Board Publishes AI Ethics Guide for AdvisorsThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.
February 25, 2025
Jeremy Siegel to Investors: Watch Out, a Shift Could Come Soon"Caution is warranted as we navigate the complex dynamics ahead," the economist says.
February 25, 2025
Dynasty Financial Lands $900M Advisor TeamThe Chicago-based financial professionals are launching an independent firm on Dynasty’s platform, dubbed XXI Wealth.
February 25, 2025
Wave of Fixed-Rate Annuity Maturities Looms, Morgan Stanley Analysts SayMore than $70 billion could be on the move.