AI Is Building Better Systems for Trust Officers & Their Clients

Published on November 3, 2026

AI is changing that equation. It shouldn’t replace a trust officer’s judgment, but it can eliminate the part of the job that was never a good use of that judgment in the first place.

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Teaching Financial Advisors the Depth Behind Tools & Recipes

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When I introduce the emotional side of money to my financial planning students at Golden Gate University, the most common reaction is shock that it was never part of their formal education. “This is hard,” they say when I ask them to sit quietly with their own thoughts for a few minutes. If it is that hard for them, imagine how difficult it is for a planner without that practice to guide clients t

When Protecting Benefits Gets in the Way of Building Independence

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