Where is AI making the biggest difference in your practice today, and where do you want it to do more? Stay tuned for the latest updates on advisor practice management. #FinancialAdvisors# #AI# #Investing#

Models can help advisors spend less time managing portfolios and more time focused on client goals and scaling their practice. Explore how advisors are putting models to work ⏩ #financialadvisor# #investing# #modelportfolio#

Bitcoin’s role in portfolios is evolving, and it could be considered a complementary diversifier. We believe a modest allocation (typically ~1–2%) could impact return potential in a portfolio while maintaining appropriate risk tolerance. Hear more from Michael Gates on how bitcoin’s unique properties may complement traditional portfolios ⏩ #FinancialAdvisors# #Cryptocurrency# #Bitcoin#

What is the value of incorporating tax management into your advisory practice? A tax-aware approach is an important component of total returns and may help clients pursue their financial goals that matter most. Explore the tax strategies advisors are using to help clients keep more of their portfolios working toward long-term goals. See the strategies advisors are putting into practice → #FinancialAdvisors# #Tax# #Investing#

IPO outcomes can be shaped long before the liquidity event. We share three key questions advisors can ask to help clients think through concentration, taxes, liquidity, and pre-IPO opportunities. Learn more about IPOs ⏩ #IPO# #investing# #financialadvisor#

Your financial advisor in 2021: “Bitcoin has no intrinsic value.” Your financial advisor in 2030: “We recommend a modest 6% allocation to scarce digital monetary assets.” Buy Bitcoin before it eats Switzerland.

Travis Kelce might want to borrow Taylor Swift's financial advisor. Not even a Super Bowl champ is scam-proof. 🏈 😬 Kelce was named a victim in federal court this week after the man running his investment, Siddharth Jawahar, was sentenced to 11 years in prison. Prosecutors say Jawahar raised more than $35 million from clients, funneled it into a single risky stock, then lied about the returns while using fresh investor cash to keep the scheme afloat — the classic Ponzi playbook. He's now on the hook for over $31 million in restitution. Kelce hasn't disclosed how much he lost, and authorities were clear: he's a victim here, not a suspect. Read more here: