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Key Trends and Concerns for Investors in 2025

WiserAdvisor

In 2025, you can expect to see smarter, faster, and more personalized investment platforms that use AI to tailor financial advice and automate strategies for investors. However, it is important to note that this does not mean you no longer need a financial advisor. Usually, when tariffs go up, imported goods get more expensive.

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11 Best Online Brokerage Accounts: For Beginners To Experienced Investors

Good Financial Cents

Fees $0 for stocks or ETFs; no commissions or contract fees on options. $1/mo. 0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds. $0 0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds. . $0 0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Doug Twiddy.

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31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.). Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms.

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Transcript: Joanne Bradford

The Big Picture

But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old. That most people over 40 are concerned about, but just the how can we make you better as a retailer? Joanne Bradford : 100%.

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The Impact of AI on Wealth Management

WiserAdvisor

In recent years, the financial advising industry has seen some of the most significant breakthroughs, with AI-driven investment tools becoming increasingly popular. According to Deloitte, these tools are expected to be the primary source of advice for retail investors by 2027, with their adoption reaching nearly 80% by 2028.

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Fiduciary Advocate

Inside Information

Rostad is currently focused on what he sees as our best chance for meaningful reform: getting the Commission to revise the Form CRS disclosure so that it provides a clearer explanation of the different business models of broker-dealers/wirehouses, on the one hand, and fiduciary RIAs registered with the SEC on the other.

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