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Before you start using the software – we recommend that you alter your settings first. This way once you make the changes to your account they are saved and you do not have to alter them every time! Step 1. Select the Person Icon in the top Right

Tatiana Kovaleva

26 Oct 2021

With Reg BI comes New Compliance Liability

When it comes to compliance, companies need to tailor their procedures and policies to the specific context in which the firm operates.

Alexandr Starodubtsev

21 Oct 2021

Know the Importance of Prospecting

We all know how important is to keep prospecting if we want to grow our business. The majority of advisers who became successful in the industry did it through staying focused and disciplined when it came down to building their practice.

German Lee

19 Oct 2021

Mitigating Healthcare Cost Risks For Your Clients

The risk of outliving your savings is only made worse by the prospect of old age care expenses. The majority of retirees aren’t overly concerned with the cost of treating ordinary ailments, most of that is covered by medicare over 65 anyway.

Daniel Harvey

14 Oct 2021

The Rise Of Financial Wellness Apps

Financial wellness is not necessarily related to being wealthy or even rich. It is about being on top of your finances and moving towards your financial goals. It requires being financially literate and having good control of your expenses.