NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Developments in the pension system may have clients expecting to be well taken care of in retirement in exchange for their years of work unpleasantly surprised.
Too many clients rely on their portfolios to do the heavy lifting when they haven't saved enough for retirement. But as these charts show, portfolio returns rarely compensate for undersaving. Impress upon clients—especially younger ones—the need to start saving early and consistently.
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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