NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Advisor TalkingPoints: Prepare for client interactions with this month’s review, including the latest inversion of the yield curve, the Fed’s rate decision, negative yields, and more.
The Fed made its first rate cut since 2008 amid concerns about the global economy and muted U.S. inflation, but the S&P 500’s year-to-date return represents its best first seven months of a year since 1997.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025