NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Advisor TalkingPoints: Enhance client interactions with our monthly review, offering insights into the Federal Reserve, the labor market, inflation, and the overall economy.
ChartTalk: Layoffs are starting to show up in economic data. Here is a chart showing where the axes are falling.
ChartTalk: For young adults planning for the future, career choice can make a big difference. The gateway to many careers is the choice of college degree. Here’s a graphic that shows the highest unemployment rates among holders of 20 different degrees.
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AI Marketing for Advisors
Begins October 23, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025