16+ hour, 22+ min ago  (1173+ words) At a time when most laypeople were chuckling in social media forums over bizarre AI-generated images, Andre Mansour saw opportunities. A self-professed "big planner" who enjoys doing research, Mansour has a longstanding comfort level where AI deployment is concerned. Over…...

2+ day, 2+ hour ago  (98+ words) Alex Burggren financial-planning. com Alex Burggren serves as VP, consultant relations leader at Access Hope, where he focuses on strengthening relationships with the benefits consultancy community and advancing strategic engagement across the market. Previously, he held leadership roles at Virta…...

2+ day, 5+ hour ago  (566+ words) With so much focus on the "magnificent seven" technology stocks, passive funds, ETFs and private markets, some investors may be forgetting the fundamental case for dividend investing. Stocks that regularly pay shareholders a portion of their earnings provide investors with…...

3+ mon, 3+ week ago  (864+ words) For financial advisors seeking client leads through referrals from professionals in other fields, approaching someone they have never met to pitch them on that collaboration is awkward." And any type of cold reachout carries "a high failure rate," according to…...

3+ day, 7+ hour ago  (117+ words) As digital assets gain broader adoption, advisors are reassessing whether cryptocurrencies should still be classified as alternative investments or viewed as an emerging portfolio sleeve alongside traditional markets. This session explores how advisors can model crypto's risk-return profile, evaluate volatility,…...

3+ day, 7+ hour ago  (110+ words) As private equity, private credit, venture capital, and other alternative strategies become more accessible, advisors must determine whether'and how'to incorporate private markets into client portfolios. This session examines the suitability, fiduciary, and operational considerations of advising on private investments, including…...

3+ day, 7+ hour ago  (55+ words) financial-planning. com Unlocking New Sources of Wealth: Establishing Strategies for Educating Clients on the Benefits and Risks of Alternative Assets This is a modal window. Beginning of dialog window. Escape will cancel and close the window....

3+ day, 13+ hour ago  (223+ words) Blake Christian, a tax partner at HCVT, LLP in Long Beach, California and Park City, Utah, brings over 35 years of experience providing tax consulting and compliance services to clients that include multinational, publicly traded corporations, as well as closely held…...

3+ day, 7+ hour ago  (662+ words) Enough rookie advisors get into the seat only to find themselves frustrated with the job. This frustration is no doubt a significant factor for the widely cited estimate that 70%-plus of new advisors leave the industry within three to five…...

3+ day, 23+ hour ago  (47+ words) Jason Flashberg financial-planning. com Jason Flashberg, CPA is a tax partner in the Westlake Villages, California office of HCVT CPAs. If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to…...