Playbook

Need a general summary that doesn't require much detail? AI may save time. But if you want content that is nuanced and compliant, these experts say you may want to just do it yourself.

Arthur Azizov is the founder and investor in B2 Ventures.

Tabitha Edgens is the co-head of regulatory affairs at the Bank Policy Institute.

Alexander Fulmer is an assistant professor of marketing at the Cornell Peter and Stephanie Nolan School of Hotel Administration within Cornell's SC Johnson College of Business. Fulmer grew up in Manhattan, and graduated Summa Cum Laude from Cornell's Hotel School. He completed a post baccalaureate psychology program at Columbia University and graduated from Yale University with a Ph.D. in marketing.

Allen Adamson, co-founder and managing partner at Metaforce, is a branding expert. Former chairman at Landor Associates, he held leadership roles at Unilever, Ogilvy and DMB&B guiding many global brands. He's an adjunct & brand expert-in-residence at the NYU Stern Berkley Center for Entrepreneurship.

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

As Raymond James, Wells Fargo and RBC reported big recruiting deals this week, FINRA said it was going to pay back to its members a large chunk of the fees they paid last year.

Looking forward to not answering client phone calls? Here's how to make it happen.