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After My Husband’s Passing, a $50K Advisor Bill Feels Wrong; Am I Being a Cheapskate?

Retirement marks a pivotal life transition, one that demands careful financial preparation to ensure stability and peace of ...
PLANADVISER

Do Advisers Ignore AI at Their Peril?

Strategic Retirement Partners’ Jeff Cullen talks about how to use the technology in plan practices, during a PLANADVISER 360 ...

Broke on a $665K salary: This surgeon and his wife didn't realize their advisor was charging a high fee until Ramit Sethi set things straight

Jeff, 50, is a specialized surgeon. His wife Susan, 48, is a stay-at-home mom. Even though Jeff earns an enviable $665,000 a ...

AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to ...

‘She is trusting and not a financial person.’ My 80-year-old, widowed mom’s financial adviser seems to be charging 3%. We asked for a refund. He ‘went radio silent ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Kuvi.ai Announces $KUVI TGE and Listing on MEXC, Ushering in the Era of Agentic Finance

At the core of Kuvi’s ecosystem is the Agentic Finance Operating System (AF-OS), the world’s first system that turns human ...