News and Updates

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while a report by Microsoft finding that users of its Copilot Artificial Intelligence (AI) tool were able to successfully complete many tasks associated with financial advice (putting financial advisors in the upper tier of job Read More... The post Weekend Reading For Financial Planners (August 16–17) first appeared on Kitces.com .

Financial advice and technology have grown alongside each other – as technology has evolved and expanded, so too have advisory firm services. And as trading, portfolio rebalancing, and financial plan construction have become more efficient, advisors have increasingly focused on holistic advice, financial psychology, and behavioral coaching to complement their technical expertise. Now, with the Read More... The post Find Your ‘Cyborg Advisor’ Sweet Spot: Blend AI Into Your Firm By Understanding How Clients Make Financial Decisions first appeared on Kitces.com .

Welcome everyone! Welcome to the 450th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Ryan Morrissey. Ryan is the founder of Morrissey Wealth Management, an RIA based in North Haven, Connecticut, that oversees $140 million in assets under management for 150 client households. What's unique about Ryan, though, is how Read More... The post Adding $80M To Your Practice In 7 Years By Providing Financial Education Through Local Seminars: #FASuccess Ep 450 With Ryan Morrissey first appeared on Kitces.com .