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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.
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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.
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.
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Summary: When on a call or at a networking function, how often have you heard, "I already have an advisor." It's bad enough to hear it from an ego perspective. It's worse when you believe this is a qualified prospect.
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Summary: As firms enter a new year, many think about growth opportunities for their teams. This means hiring new talent; for others, it means developing current team members. But training advisors—especially new ones—can feel like a daunting task.
