Advisors Have Always Avoided Updating CRM

Published on October 13, 2025

Current systems no longer align with modern advisors' evolving needs.

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Ex-BofA Banker Sentenced to Life Without Parole for Exec's Murder

October 13, 2025
Anthony Duwayne Turner was convicted in August of murdering his former girlfriend, BofA exec Michelle Avan.

ChatGPT Gives Financial Advice On Volatile Markets

October 13, 2025
Following Friday’s selloff amid the resurgence of tariff threats on China, I asked ChatGPT a simple question: ” How to Stay Calm In The Stock Market?”