StrategicSource’s data-driven approach has generated over $1 billion in client savings in 25 years, translating to a remarkable $990 million profit boost, proving the power of strategic cost reduction ...

Taylor Kovar is a financial advisor and the founder of 11 Financial. Here’s how he talks to clients about navigating life’s milestones.

Marsh Risk, a business of Marsh (NYSE: MRSH) and the world’s leading insurance broker and risk advisor, today announced the launch of Risk Companion, the next iteration of its digital solutions suite ...

"Some of this stems from [clients] not being able to have the hard conversations with family about how much money they ...

*With Covid-19 limiting in-person fundraisers and door-to-door canvassing, digital tools are more important than ever to organizations trying to reach voters in the 2020 election. That’s where veteran ...

MIAMI, Okla. — Turning Point Sober Living is launching a new program designed to allow clients to earn a work certificate in 12 weeks. “I mean, just imagine being able to have a skilled trade and ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

Choosing a coach is a significant decision that requires clarity, trust and a sense of alignment. Prospective clients look beyond credentials to understand how a potential coach thinks, communicates ...

Investor demand for exchange-traded funds is not slowing down, and firms without ETF offerings may risk losing business, according to one Goldman Sachs expert. Steve Sachs, global chief operating ...

Raise your hand if you’ve seen the client estate plan procrastination gap story before: client reveals they don’t have an estate plan (shocker!), their advisor refers them to an estate planning ...

Lori's tax troubles began after a divorce in 2006, leaving her burdened with $28,000 in back taxes. Financial hardships forced her to claim nine dependents to make ends meet, creating a debt that felt ...

With a primary focus on resolving issues, particularly in compliance, DISA Security Technical Implementation Guides (STIGs), and similar frameworks for Department of Defense clients, CourtesyIT ...