Financial Services & Wealth Management News
January 3, 2019
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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 […]
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December 5, 2018
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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 […]
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August 1, 2012
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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 […]
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February 22, 2012
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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 […]
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