Stonewood Financial Blog

What AI Says You Should Focus on in the Year Ahead

Artificial intelligence tools - like OpenAI’s ChatGPT and Google’s NotebookLM - will increasingly impact the way...

An Actuary’s Take on the New DOL’s Fiduciary Rule

Last month, the U.S. Department of Labor finalized the much-discussed Fiduciary Rule for retirement plans. The new...

What Drove Advisor Success in 2023… And What’s Hot for 2024?

Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...

10 Smart Ways to Put RTB to Work

Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...