From ThinkAdvisor
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Summary: Financial advisors who use Monte Carlo simulations to develop retirement income plans must be careful with the language they use to present such plans, as the same financial plan can feel very different to clients based on its framing.
From Advisor Perspectives
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Summary: The short answer to your direct question is that you certainly could tell people to leave you alone. If you aren’t angry right now, it might be sending the wrong message. I assume from the way you describe them coming in often to share ideas that you have, heretofore, operated with a bit of an open-door policy and an open attitude.
From ThinkAdvisor
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Summary: Artificial intelligence is eating the world. And for many people, it's already replacing Google in their daily lives.
The other day, my car sensor went off. Instead of wasting hours at the dealership — driving back and forth, waiting and probably overpaying — I pulled up ChatGPT. I described the symptoms (using voice transcription, not even typing), and seconds later, I had a clear solution. Fifteen minutes later, the problem was fixed. No hassle, no unnecessary expense.
From Wealth Management
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Summary: That volatility has advisor investment committees and CIOs grappling with whether DeepSeek represents a paradigm shift in AI that requires tweaking allocations or merely reintroduces some volatility in a disruption-prone sector that was bound to happen at some point.
From ThinkAdvisor
Added on February 2025 in Form an RIA
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Summary: Regardless of the model they embrace, Weiberg said in a recent interview, there are some shared best practices that all advisors should be aware of as they plan for a move and eventually transition their business. Getting the process right is of paramount importance, she stressed, especially when it comes to preventing compliance issues or negative client experiences.
