J.D. Power: Advised and DIY Investors Seem to Like AI Assistants

Published on November 20, 2025

In a client satisfaction survey of digital wealth management platforms, J.D. Power finds both advised and DIY investors like working with AI-driven assistants—at least to start.

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The Modern Risk Paradox in Equity Portfolio Theory

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80 Years of Wisdom: Reflections from Our Own Jim Brightman, CPA

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At KB Financial Advisors, we’re lucky to have a team that blends deep technical knowledge with genuine life experience. Few people embody that better than Jim Brightman, our resident tax sage and all-around legend, who recently celebrated his 80th birthday.Jim is a Certified Public Accountant (CPA) with a master’s in taxation from Golden Gate University. Before joining KB, he ran his own CPA pract