On the Advisor Homepage, what are the primary items that appear in the Financial Feed?

• A. Calendar and Messages
• B. Alerts and Tasks
• C. News and Updates
• D. Clients and Reports

Answer: (B)

The Financial Feed is designed to surface items that require your attention and action, keeping you on top of your workflow. The primary items that appear there are alerts and tasks. Alerts flag important events or thresholds related to client activity or accounts that need attention, such as compliance reminders or time-sensitive triggers. Tasks represent your to-dos—things you need to complete, like following up with clients, sending documents, or updating recommendations. Together, alerts and tasks give you a quick, action-oriented snapshot of what needs your attention right away.

Other options point to different parts of the platform—calendar and messages relate to scheduling and communication, news and updates to general information, and clients and reports to data access—so they aren’t the focused items shown in the Financial Feed.