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 […]
September 3, 2013

Email Services Outage

Since early in the day we have been experiencing an Email Outage casued by our Hosting provider. Please contact us via phone. New Event: 456 Connectivity […]
October 30, 2012

Irwin Ladies Night 2012

The spotlight is on you! Join us on the Main Street Red Carpets for a star studded evening. We will have glamorous prizes, red carpet interviews, […]
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 […]
June 8, 2012

Making Your Smart Phone Insurance Smart

You have the phone and the capabilities that come with it. Using the phone to manage all of your insurance affairs is not only smart; it […]