AI Administrative Use Guidelines
By Scott Snipkie
The shift to using AI for necessary but time-consuming administrative tasks can get advisers back to doing what they love and what we need them to do: providing personalized investment advice. However, nearly every task an adviser performs comes with compliance considerations and obligations and the use of AI for administrative tasks involves multiple compliance considerations. 

Helping Clients Prepare Their Digital Assets for the Inevitable or Unexpected 
By Kate Hufnagel
As you assist clients with their financial planning, opportunities may arise to introduce the concept of a “digital legacy.” This article discusses the importance of helping clients proactively plan for their digital legacy and includes stories and tips for advisors to consider sharing with clients.

Working With Pro Bono Clients in Financial Stress
By Cynthia Meyer, CFA^®, CFP^®, ChFC^®
Pro bono financial planning is effective. That’s why the CFP Board adopted a resolution encouraging all CFP^® professionals to participate in pro bono financial planning activities. If you are committed to add pro bono financial planning to your practice but aren’t sure how to be effective, I want to help you listen without judgment and coach for practical, achievable results.

Committing to an Unexpected Niche
By Ryan Derousseau
Common advice centers on focusing on what you know and your own experience. As long as you do, then you should find others like you who need guidance. But as I began uncovering my niche area, I found what I knew may help a group far different than a mirror image of myself. I’m better off for finding that out.

Technology in Financial Planning
By Linda Leitz, CFP^®
Financial planning has a lot of number crunching and a lot of data to keep track of and having a tech stack is an essential part of financial planning today. Here, experts in financial planning tech and the future of our profession weigh in on the good, the bad, and the ugly of building, maintaining, and using your tech stack.