January 29, 2019
Last March, almost 10 years after the “new” Fiduciary and Best Interest Contract (BIC) rules were first proposed, the Fifth Circuit of the U.S. Court of […]
January 3, 2019
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 […]
January 3, 2019
“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 […]
January 3, 2019
Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always […]
December 26, 2018
Please join us in congratulating Amy Glenn for being selected as December’s Employee of the Month. Amy has been with DFG for 3 years as a […]
December 20, 2018
Financial New Year’s Resolutions You Can Implement for 2019 As 2018 comes to a close, it is time to reflect on your goals for the upcoming […]