financial planning

Advisor Upside

LPL Wants AI to Read Financial Plans so Clients Don’t Have To

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While meeting transcribers and email drafters paved the way, artificial intelligence is moving out of the back office and into the core advice process.

2 min read

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Advisor Upside

Micro-Retirements Carry Macro Risks, Advisors Warn Clients

Health insurance headaches are among the potential problems with climbing off the career ladder temporarily.

2 min read
Advisor Upside

Inflation Isn’t Retiring Anytime Soon. Your Clients Should Be

Retirement planning is much more dynamic than a decade ago, and financial advisors are rewriting the playbook.

4 min read
Photo by Vitaly Gariev via Unsplash

Retirement Upside

The ‘Not Great, But Not Bad’ Retirement Trap

Clients who thrive in retirement aren’t necessarily the wealthiest, but have designed their next chapter before leaving the last one.

2 min read

Retirement Upside

Why New Widows Need More Than Just Financial Planning

Photo by Rosie Sun via Unsplash

There are major planning challenges that widows face, but it’s important to allow time for grief.

2 min read

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