Investing

Email campaigns, social media, webinars, and paid advertising allowed businesses to scale quickly without requiring much personal interaction.But that environment is changing.

Email campaigns, social media, webinars, and paid advertising allowed businesses to scale quickly without requiring much personal interaction.But that environment is changing.

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.