Matt Sommer

Matt Sommer
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Bridging the confidence gap: financial literacy vs. investor overconfidence
NEWS OPINION JAN 13, 2025
Bridging the confidence gap: financial literacy vs. investor overconfidence

Even clients with high investment knowledge can make risky portfolio decisions. Advisors can provide a much-needed reality check.

Financial fraud in the age of AI
NEWS OPINION FEB 29, 2024
Financial fraud in the age of AI

Advisors can differentiate themselves by helping clients better understand the new types of scams that technology has made possible and advising them on what to do to guard against financial fraud.