Steve Sanduski

MAY 16, 2023

In a simple way, AI is speeding us toward an even deeper rut of the left-brain society that we’ve been marinating in since The Enlightenment of the 17 th and 18 th centuries. By contrast, the rapid mobilization of AI has created an opportunity for the greatest flowering of humanness, of right brain prominence , since The Renaissance.

Financial Planning 52

Financial Planning Planning Financial Advisor Financial Advice 52

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2% stock market.

Marketing 87

Marketing Marketing Economics Taxes 87

Harness Wealth

NOVEMBER 27, 2023

In this comprehensive guide from Harness Tax , we unravel the beginnings and intricacies of CAS, its various components, the transformative role of technology in this emerging field of accounting, and how CAS stands apart from other accounting services such as Accounting Advisory Services. What are the Core Components of CAS?

Accounting 59

Accounting Clients Compliance Taxes 59

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? However, a closer examination reveals that there are certain aspects in which AI-driven tools and ChatGPT fall short.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Planning 52

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. CRM), Marvell Technology, Inc. MRVL), Dell Technologies, Inc. DLTR), Synopsys, Inc.

Marketing 86

Marketing Marketing Taxes Economics 86

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. And honestly, I think we divested post financial crisis.

Management 215

Management Investing Investments Assets 215

Good Financial Cents

OCTOBER 17, 2022

Fidelity has many investment options with over 10,000 mutual funds, plus its Fidelity Go service for those looking for an affordable robo-advisor (with no fees for account balances under $10,000). The company offers access to traditional financial advisors and extended customer service with 24/7 options. options contract fee.

Commission 89

Commission Accounting Investing Investments 89

Cornerstone Financial Advisory

JULY 24, 2023

Weekly Market Insights: Stocks Advance And Retreat On Mixed News Presented by Cornerstone Financial Advisory, LLC Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. a Registered Investment Advisor. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

JANUARY 30, 2024

I think they’re the largest independent digital advisor that’s out there. 00:14:16 [Speaker Changed] I think for me it was about building out the brand and it was also about scaling and optimizing an operation. And so for us, I think we think of sort of the Robo-advisor as the first act.

Media 143

Media Wealth Management Investing Investments 143

The Big Picture

MAY 7, 2024

Joanne Bradford has had a fascinating career in technology, marketing and finance. And I went to Seattle and called on a little company called Microsoft and learned everything I could about technology. And so everybody out there, that is AI dependent. She was Chief Revenue Officer at Microsoft. 9/11 happened.

Startup 143

Startup Advertising Engineering Numbers 143

Zoe Financial

MAY 18, 2023

5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals. Here are 5 signs it might be time to hire a financial advisor.

Financial Advisor 75

Financial Advisor Retirement Budgeting Wealth Accumulation 75

Indigo Marketing Agency

JUNE 21, 2023

Looking back to the beginning of the year, the financial headlines spelled a near-certain disaster. Between persistent inflation, rising interest rates, bank failures, and a looming recession, financial advisors across the country have had their hands full with uncertainty and fear. But is that still the case going forward?

Financial Advisor 52

Financial Advisor Clients Education Communication 52

Indigo Marketing Agency

OCTOBER 25, 2019

Preparing to Sell Your Financial Advisory Firm? In this episode, he’ll help us understand how advisors can prepare to sell their financial advisory firm, including: What’s the selling landscape like for advisory firms today? How can advisors plan to get top dollar for their firm? Let me take a step back.

Clients 52

Clients Financial Advisor Planning Numbers 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 154

Compliance Wealth Management Clients Management 154