Alex Curd
- Financial Planning
- February 13, 2023
- 7 views
Docupace CEO David Knoch wants to help advisors talk hopes, dreams and aspirations with clients
Is the looming danger of winter’s coldest stretch acquiring you down? Do you seek an escape from the severe, frigid situations on Wall Road? Then let Economical Arranging to transportation…
- Financial Planning
- February 12, 2023
- 8 views
ChatGPT Won’t Replace Financial Advisors Yet. Here’s Why
Artificial intelligence laboratory OpenAI launched ChatGPT in November 2022. In the months considering the fact that, the online has been abuzz with discussions of how state-of-the-art AI could reshape modern…
- Financial Planning
- February 11, 2023
- 9 views
The difficulties some LGBTQ+ people face in creating a financial plan
LGBTQ+ persons deficiency some of the social protection nets of straight and cisgender folks in generating economic programs and have problems acquiring trusted, being familiar with professionals to help them.…
- Financial Planning
- February 10, 2023
- 8 views
New president of FPA makes ‘title protection’ for financial planners a top priority
When arguing that monetary advisors ought to be a part of attorneys and medical practitioners in owning skilled credentials with lawful protections, the new head of the Economic Setting up…
- Financial Planning
- February 9, 2023
- 8 views
Conquest Planning raises $24 million to expand AI financial advisor solution to US, UK markets
Conquest is backed by Fidelity, RBC, and Portage. 
 Winnipeg-centered startup Conquest Arranging, which works by using synthetic intelligence (AI) to provide prosperity management solutions, has lifted $24 million CAD…
- Financial Planning
- February 8, 2023
- 7 views
32 Financial Planning Books for 2023
You don’t have to make a new year’s resolution to make an effort to improve your financial wellness this year. Fortunately, a plethora of books are available to help you…
