August 5, 2026
How Financial Professionals Stay Visible in the Age of AI Search
A few years ago, a prospective client looking for a financial professional probably asked a friend for a referral, visited…
There are two ways to obtain Medicare coverage: (1) Original Medicare (Part A hospital insurance and Part B medical insurance), often combined with a Medigap supplementary policy and a Part D prescription drug plan; and (2) Medicare Advantage (Part C), which replaces Original Medicare and often includes prescription drug coverage as well as features similar to those provided by a Medigap policy.
New beneficiaries can choose among these options when they enroll, while current beneficiaries can make changes during the annual Open Enrollment Period from October 15 to December 7 (see chart). Some changes can also be made at other times of the year.
A few years ago, a prospective client looking for a financial professional probably asked a friend for a referral, visited…
During a FINRA conference dominated by AI-related discussions, Robinhood General Counsel Dan Gallagher suggested it could be safer for investors…
As an independent financial professional, you likely care deeply about your clients. However, you may feel like your business isn’t…
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