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Summary: A growing number of Americans are turning to artificial intelligence for advice on money, retirement, and other high-stakes life decisions, according to new research from Pearl.com.
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Summary: Artificial intelligence is rapidly reshaping the financial planning landscape, promising both sweeping efficiencies and new challenges for advisors and their clients.
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Summary: For decades, the wealth management industry revolved around a single core function: investment management. Advisors built their value proposition around asset allocation, security selection and portfolio rebalancing. However, today’s high-net-worth and ultra-high-net-worth investors expect more than investment expertise. They demand a comprehensive wealth management experience that integrates financial planning, tax efficiency, estate strategies and retirement income solutions.
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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: 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.
