From Wealth Solutions Report
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Summary: The Financial Services Institute (FSI) hosted its annual OneVoice conference at the Sheraton San Diego Resort from Feb. 2 to 4. The conference addressed multiple themes with general sessions and topical tracks including AI, industry trends, innovation, practice management, regulatory and compliance, and risk management.zz
From Wealth Management
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Summary: Abby Salameh of RFG Advisory breaks down how scalable systems, automation, enriched data and hyper personalized marketing fuel real growth, and shares why women focused initiatives like RFG’s StrongHER Money program are becoming powerful accelerators for advisors.
From Wealth Management
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Summary: As the latest federal government shutdown extends into days (and potentially weeks), the regulatory agency overseeing federally-registered RIAs is operating with a skeleton crew. While a government shutdown impacts operations at the Securities and Exchange Commission (SEC) to varying degrees, among those most affected could be new RIAs with significant managed assets looking to register, according to compliance experts.
From Advisorpedia
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Summary: Like other areas of our lives, the presence of artificial intelligence for people’s money matters is growing rapidly. From robo-advisors and budgeting apps to algorithms that automate investing, AI is reshaping how people engage with their money. Yet despite the rise of these tools, when it comes to financial advice, Americans report still preferring advice from a human financial advisor.
From InvestmentNews
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Summary: Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that most advisors should circle and celebrate – and for good reason.
