Industry leaders such as Blockbuster, Toys “R” Us, Borders, and Pan Am all ignored warnings to pivot, then quickly failed to exist. Real Intelligence LLC, an authority on the dynamic American financial landscape, warns against behaviors that will lead uneducated and under-trained Financial Advisors into irrelevancy as AI rises. With the rise of zero-dollar commissions …
I hear this one a lot. I get it. It took you a long time to develop your story to explain someone else’s financial planning output. Wait a second. Say that again? “It took me a long time to develop my story to explain someone else’s financial planning output?” Let me explain the significance of …
“Why should I change my financial planning method?” Read More »
Isn’t he beautiful? So cute. We need to start college savings for the son of the institution. What shall we call him? I often hear that human investors need to be smart, unemotional, and as committed as institutional investors. They should use the same money managers, the same “time-tested” methods as the institutional investor. That …
Guess the sex of this offspring from an institution Read More »
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