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I m a Financial Planning Expert: 3 Reasons I Don t Trust AI To Manage Money

AI is rapidly becoming a part of many Americans' lives. A recent GOBankingRates survey found that over half of Americans (55%) have now used AI, and many have used it for financial planning purposes.

Family-led $200m advisory team joins LPL platforms from Kestra Financial

Family-led $200m advisory team joins LPL platforms from Kestra Financial
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

RIA Roundup: Mercer Scoops 2 Firms, $580M in Assets

Mercer has picked up 2 firms with more than $500M in assets, while Robertson Stephens, WEG, NewEdge, Hub, Kestra, and RFG all announced new additions.

$120 Million Advisor Trio Enhances Entrepreneurial Spirit and Service Offerings, Joins Kestra Financial

$120 Million Advisor Trio Enhances Entrepreneurial Spirit and Service Offerings, Joins Kestra Financial
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Jayne Di Vincenzo s FINRA arbitration award confirmed

Jayne Di Vincenzo s FINRA arbitration award confirmed
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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