Practifi’s Johnstone: Generative AI Is Best Used As A Development Tool, AI Won’t Replace Advisors Anytime Soon, And Innovation Must Be Balanced With Security
Atria Recruits Credit Union From LPL, Advisor Group Poaches Dynasty Co-Founder, Mercer Gains PE Fuel, Creative Planning Acquires Professional Services Firm, Kestra Recruits Breakaways, Wealthspire To Expand Into Richmond, Hightower Expands In New England
Envestnet Group President Explains The Benefits Of Advisors Engaging In Estate Planning, Addressing Client Emotions, Common Barriers And Ways To Get Involved
