AI

Don't treat AI like a magical brain. Treat it like a junior developer who needs constant supervision and a reliable source of truth. Without that, you're just gambling. And the house always wins.

AI tools are evolving too quickly for firms to sit back and wait. This isn’t about experimentation anymore - it’s about staying competitive. One of the fastest-moving areas is voice.

For many advisors, voice AI still sounds complex, expensive, or risky. In reality, it’s becoming simpler and more practical than most expect.

A closer look at the nonprofit retirement market reveals surprising gaps, trends, and opportunities. See what happens when Form 5500 and Form 990 data come together - and what advisors can learn from the bigger picture.

AI is taking over the internet. That's exactly why human conversations will matter more.Who writes the emails?AI.Who reads them?Increasingly, AI.Who creates the videos?AI.And who consumes more and more of that content?AI again.

Discover why AI needs the right research before execution. Learn how better information can reduce rework, save time, and help advisors work smarter.