New piece on adviser best practices just dropped — covers three things worth your time:
1) AI compliance headaches (they're real and growing)
2) Why referrals might be overrated as a growth strategy
3) What actually predicts a successful retirement (hint: it's not just the number)
Good practical read if you're in the business or just curious how the industry is evolving. The retirement piece especially cuts through a lot of noise.
1) AI compliance headaches (they're real and growing)
2) Why referrals might be overrated as a growth strategy
3) What actually predicts a successful retirement (hint: it's not just the number)
Good practical read if you're in the business or just curious how the industry is evolving. The retirement piece especially cuts through a lot of noise.