9 Questions Financial Advisors Should Ask When Using AI

Published on February 26, 2025

With the great power of generative AI tools also comes great responsibility, especially for fiduciary financial professionals.

Continue reading on website
Other news

Two Measures of Consumer Attitudes: February 2025

February 26, 2025
Consumer attitudes are measured by two monthly surveys: the University of Michigan’s Consumer Sentiment Index (MCSI) and the Conference Board’s Consumer Confidence Index (CCI). In February, the MCSI fell to 64.7, its lowest level in fifteen months. Meanwhile, the CCI experienced its sharpest decline since 2021, falling to 98.3.

Two Former UBS Advisors Say Firm Broke Wage Laws

February 26, 2025
The ex-advisors seek a class action, alleging UBS failed to reimburse expenses and took unlawful wage deductions.      Related StoriesTax Cut Chances Rise as House Passes Budget Targeting Safety NetSocial Security Fairness Act Retroactive Benefit Payments Starting 'Immediately'Social Security Administration Closes Offices, Realigns Functions