Matt Sommer

Safeguarding Clients From Fraud In The AI Age

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Advisors face the dual challenge of embracing AI's benefits while safeguarding their clients against fraud.

Safeguarding Clients From Fraud In The AI Age

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Advisors face the dual challenge of embracing AI's benefits while safeguarding their clients against fraud.

Rise Of Financial Exploitation Presents New Challenges For Advisors

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It's crucial that advisors stay vigilant and have a strong understanding of potential warning signs to help protect clients.

Shifting Client Conversations from Yield To Cash Flow

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The most important takeaway is that investors are not using their dividends and interest to meet their immediate expenses.