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This sessions will provide a preview of The Day of Financial Experts, a special one-day educational event I’m hosting on November 9 in Washington, D.C.Held in collaboration with…

Join us for a conversation with Dennis Moore, CEO of the Financial Planning Association, as he shares what’s new at FPA and what the organization offers financial planners today.…

Most advisors have an opinion about marketing. Far fewer have data.Join Mark Tenenbaum from Kitces for a firsthand look at the results of the new Kitces Research report on Advisor…

Join us for a special conversation with CFP Board CEO Dane Snowden as he provides an update on the Board’s current initiatives, strategic priorities, and what’s on the horizon for…

Artificial intelligence is quickly becoming an essential tool for financial professionals—but getting meaningful results requires knowing how to use it effectively. In this…