I recently saw an advertisement from an Indian financial association promoting a six-week course titled AI for Finance Professionals. The outline looked interesting at first glance. AI funda ….
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Most financial professionals believe their value lives in spreadsheets. In formulas. In the precision of a plan. In the neat rows and columns that give a sense of control. But the sketch you ….
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There is a story I want to share with you. A story that repeats itself more often than we admit. A story that looks like succession from the outside, but in reality, is only a change of hand ….
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The plumber’s house leaks and the carpenter’s house creaks. We smile when we hear this line, but it hides a truth that every financial professional needs to confront. We spend our lives ….
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There is a silent danger in the world of financial advice and mutual fund distribution. It does not look dangerous. It looks safe. Comfortable. Predictable. It whispers familiar words. “Do ….
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