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Divorce rates are down among all cohorts save one: people over age 50. With the rise of so-called “gray divorces”, financial professionals play a vital role in helping clients transition from joint to individual financial lives. Beyond the emotional toll, divorce later in life often involves complex decisions around asset…
Over the last two decades, ESG (Environmental, Social, and Governance) has evolved from a niche movement to a defining force in modern finance. But as new research shows, ESG may be entering a new and more honest phase. In early studies such as Chen, Song, & Gao (2023), strong ESG scores were found to boost financial…
Artificial Intelligence is quickly reshaping the world. It has already shaken up stock markets and is also poised to disrupt labor markets and potentially boost the economy in ways humanity has never witnessed before. How can financial advisors take advantage of this trend instead of being swept away by it? It just so…
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