Financial Services & Wealth Management News

Newsletter

January 3, 2019

Records and Their Expiration Dates

“What records should I keep? How long should I keep them? How should I organize my files?” Advisors have been asked these questions time and time […]
December 5, 2018

Hey Joel, Should I Distribute the Fiduciary Investment Review to Plan Participants?

Hey Joel! – Answers from a recovering former practicing ERISA attorney This forum answers plan sponsor questions from all over the country by our in-house former […]
August 1, 2012

Insurance Companies Pay Out Big for Dog Bites

Insurance companies shelled out $479 million to pay for dog bites last year, up from $413 million in 2010. One company alone, State Farm, paid more […]
February 22, 2012

REDUCE PREMIUMS? REDUCE RISK — LOSS CONTROL STRATEGIES

Business owners know an injury to an employee or severe property damage destroys productivity; so all losses should be avoided or reduced. So why do insurance […]