Financial Services & Wealth Management News

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January 2, 2020

Financial Wellness and Productivity: How are your Employees Affected?

Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of that is a revelation, a recent […]
January 2, 2020

Improve your Retirement Plan by Encouraging Employees to Join

Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of the plan, and it improves employee […]
December 20, 2019

December Employee of the Month- Breann DeMoss

Please join us in congratulating Breann DeMoss for being selected as December’s Employee of the Month. Breann has been on the Duncan team for a little […]
December 19, 2019

7 Hidden Ways to Boost Your Tax Return

April 15th is right around the corner! If that date doesn’t ring a bell, April 15th is the deadline for filing your income tax return. Although […]
December 18, 2019

New Year’s Resolutions for Your Business

A New Year is an opportunity to take inventory of your current behaviors and find areas for personal improvement. However, contrary to popular belief, New Year’s […]
November 27, 2019

The More You Know: Automatic Enrollment Notices

Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on behalf of the employee. One common […]