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How a Generative AI System Handled a 401(k) Question

Kitces: 5 Industry Trends Reshaping Financial Advice

Vanguard Adds Short-Term Planning to Robo, Hybrid Services

Troublemakers, Be Warned: AI Is Watching

How to Give Clients What They Really Want

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Featured Resources

Unlocking the Value of Financial Planning

From eMoney Advisor

Unlocking the Value of Financial Planning

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The Cash Opportunity for Advisors

From Flourish Financial LLC

The Cash Opportunity for Advisors

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Selling a Major Business Asset & Achieving Philanthropic Business Objectives at the Same Time

From Foundation Source

Selling a Major Business Asset & Achieving Philanthropic Business Objectives at the Same Time

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All About MYGAs: Primer for RIAs

From Flourish Financial LLC

All About MYGAs: Primer for RIAs

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