Digest March 10th

Integration of Solo 401(k) Plans into RIA Custody Services

Betterment has expanded its RIA custody offerings by introducing solo 401(k) plans tailored for independent advisors and their clients. These plans cater to business owners without employees, providing features like paperless account setup, no setup fees, digital contributions, and options for spousal participation. This move underscores Betterment’s commitment to supporting financial advisors with comprehensive retirement solutions. Barrons

Financial advisors are increasingly adopting AI-driven personalization and social selling strategies to engage clients. Emphasizing authentic branding and leveraging advanced technologies are becoming essential for advisors aiming to build trust and connect effectively with their target audiences. acquireup.com

Navigating Market Volatility Amid Geopolitical and Technological Shifts

Financial advisors are addressing increased market volatility driven by geopolitical events, such as new tariff implementations, and rapid technological advancements, including the rise of AI applications. These factors contribute to fluctuating investor sentiment and market dynamics, challenging advisors to adapt strategies that mitigate risks and capitalize on emerging opportunities.

Staying informed about these developments is crucial for advisors aiming to provide proactive and effective guidance to their clients. Boldermoney

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