Sunday, September 8, 2024
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Practice and client management

How to get advisors to use new tech: Test it on them first

One of the biggest mistakes a wealth management firm can make in launching a new technology or AI tool is not thoroughly testing it...

How to chow down on Uncle Sam’s business meal deductions

Financial advisors and tax professionals with entrepreneurial clients can help them feast on some tasty deductions for business-related meals — albeit at a lower...

Better to build or buy new fintech and AI tools?

The decision on whether to build your own technology platform or program versus through a partnership is becoming more complex, and oftentimes more costly,...

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