Centennial State Sets Cybersecurity Example
By Savita Iyer-AhrestaniJustin Kapahi, VP at External IT, is excited about new cybersecurity regulations for financial firms that were recently passed in Colorado.
July 25, 2017
4 Reasons Why Advisors Need Financial AdvisorsAdvisors should work with a planner of their own. They won't, though, so here are three tips to align their personal and business finances.
July 25, 2017
Why Do the Pundits Hate Annuity Commissions?High sales of the right products to the right people are, actually, good.
July 24, 2017
Obamacare Helps Some People Be a Little Less PoorHave premiums dropped? Or mortality rates? And what about bankruptcies?
July 24, 2017
Social Security Survivor Benefits: Don’t Just Survive, MaximizeThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
July 24, 2017
The Least You Should Know About Medicare Observation StatusIf you ever talk to anyone who has Medicare about anything, consider mentioning this.
July 22, 2017
Show Me the Money: Taking the Fiduciary Debate to the Bottom LinePart of acting in a clients best interest is that the advisor must consider the cost of the recommended investments.
July 21, 2017
S&P's Prescient Warning on America's Fiscal UnpredictabilityIs the U.S. political system really more stable than that of an emerging market?
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