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Exchange-traded funds (ETFs) have become one of the most widely used investment tools among financial advisors. Over the past decade, the ETF market has grown dramatically, expanding from about $2.2 trillion in assets in 2015 to more than $13.5 trillion in 2025, with nearly 5,000 products now available to investors. Why…
As AI agents become more capable, they will increasingly act on behalf of people and organizations. They will book services, purchase data, pay for software access, and interact with digital marketplaces. But there is a practical issue that does not get discussed enough: the payment rails they are expected to use. Most…
Inflation continues to play a key role in shaping investment strategy and portfolio construction. Understanding how inflation impacts asset allocation is essential for long-term planning. Rising prices affect purchasing power, interest rates, bond yields, equity performance, and cash flow projections — making proactive…
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April is Financial Literacy Month, a meaningful reminder of the role education plays in helping individuals build confidence and clarity in their financial lives. For our College for Financial Planning alumni, this work is personal. The knowledge and skills you developed here continue to show up in the way you guide,…
Where do you find the Landon Study case once you access the pre-assesment exam. It say's you need it to answer the 40 questions, but it is not study tools
Behind every financial plan is a real person — and real progress. Maybe it was: Helping a client retire confidently Guiding someone through market volatility Navigating a complex tax strategy Supporting a business owner through succession planning Coaching a client through a tough behavioral money moment Helping a family…
Bitcoin continues to gain attention in client conversations — especially with ETF adoption and increased institutional exposure. Yet many financial advisors still approach it cautiously. That raises an important question: 👉 Is your hesitation about Bitcoin based on risk management… regulation… valuation concerns… or client…
Despite being a 4% shareholder, why wouldnt the corporation be allowed to include Anna's compensation with it's operations and reduce the taxable liability (that is then shared with Anna as a pass-through)?
AI is everywhere in 2026 — but how is it actually showing up in your day-to-day work? Are you using it for: Client communication drafts? Meeting prep or recap notes? Portfolio analysis? Marketing content? Workflow automation? Research support? Compliance review assistance? 👇 We’d love to hear from you: How are you using AI…
Client priorities are constantly evolving — and this year feels especially dynamic. Are you noticing more conversations around: Tax strategy and Roth conversions? AI and tech integration in planning? Retirement income planning? Estate and legacy conversations? Behavioral finance and emotional decision-making? Business…
Your workspace impacts your productivity, creativity, and mindset more than we realize. National Organize Your Home Office Day is the perfect excuse to: ✨ Clear the clutter ✨ Organize your files & digital documents ✨ Refresh your desk setup ✨ Rearrange for better workflow ✨ Create space that inspires focus For financial…
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