Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

CEO of Agency Management Institute, serving 250+ marketing agencies to help their owners build profitable agencies that evolve and scale. It’s overwhelming enough to keep up with protecting your ...

The data breach at National Public Data, which exposed 272 million taxpayer identification numbers and 2.9 billion records this summer, has generated substantial risk for tax-related identity theft ...

Picture this: You're sitting down to lunch with an extremely successful prospect and you're hitting it off. He has amassed a net worth of millions and would make a valuable client. You think you've ...

Q: In the last recession, the one caused by the pandemic, some travel suppliers went out of business. I expect that the same thing is going to happen again in the coming recession. How can we protect ...

Fee-only financial advisors are experts at helping clients build wealth, but our job isn’t just about accumulation; it’s about protection. The word “insurance” often elicits a cringe, both from ...

Quotient Wealth Partners has selected Carefull, the first financial safety platform built to protect clients’ wealth and legacy, as its new partner in financial safety and asset protection. This ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

America is facing a “triple threat” in long-term care services. The convergence of three major trends — the mounting retirement crisis, a dearth of long-term care planning and an aging population ...