Centennial State Sets Cybersecurity Example
Justin Kapahi, VP at External IT, is excited about new cybersecurity regulations for financial firms that were recently passed in Colorado.
Prepare Your Clients for These 5 Life Events
Retirement planning is far from the only component of a robust financial plan.
Secure Messaging: The Rise and Replacement of Text Banking
Galina Datskovsky, CEO of Vaporstream, shares a less risky way to get the benefits of text communications.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
Show Me the Money: Taking the Fiduciary Debate to the Bottom Line
Part of acting in a client’s best interest is that the advisor must consider the “cost” of the recommended investments.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1
The purpose of decades of saving is to fund decades of spending.
These Millennial Advisors Are Killing It With Younger Clients
Under the radar, this youngest generation of advisors has created an entirely new advisory business model, designed to work with clients who are millennials themselves.
Tech Planning Timeline for Your Breakaway RIA
Choosing the wrong technology is disastrous for a new firm and costly to fix, so get it right the first time.
Cyberattacks Are Underreported. Is Your Firm Ready?
The risk of cyberattack is underestimated because many breaches are handled privately. If you're not protected, the costs can be ruinous.
Big Banks Continue Winning Streak, With Street at Least
U.S. banks reporting earnings Friday lengthened their streak of surpassing or matching expectations which, to be fair, are managed by bank executives.