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…
As an investor, you probably track the return on your investments. But it’s likely that you look at the nominal return, which is the percentage increase or decrease in the value of an investment over a given period of time, usually expressed as an annual return. To estimate actual income or growth potential in order to target financial goals, such as a certain level of retirement income, it’s important to consider the real return, which includes the effects of taxes and inflation.
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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