Aaron Klein's New Venture Aims to ‘Kill Broken Meetings'

Published on June 26, 2025

The ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.

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40 Million Opportunities to Lead with Advice

June 26, 2025
Five age-based milestones and life events present more than 40 million opportunities for advisors to showcase their care and expertise beyond traditional investment strategies, build trust and create after-tax value.

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

June 26, 2025
Ex-advisor Scott J. Mason received a 97-month prison sentence for defrauding clients of over $17 million.