I’m a boomer. My generation didn’t use emojis. At least, not the online kind. About the closest we came to them were icons that we all recognized that were used in graffiti or on flags.
The lack of diversity and inclusion can have serious consequences, not just for Asian American individuals but also for the entire financial planning profession.
Generative AI, says Shelly Palmer, is a turning point in technology: “If you are not terrified by this … if you’re not excited beyond anything you’ve ever seen before, you don’t know enough about it.”
Advisors are slow to adopt digital transformation, despite investing more in it than other segments have. Unless they quickly embrace change, hard-won progress could stall.