Monthly Archive: December 2023

0

4 Big Retirement Savings Problems, and How to Fix Them

What You Need to Know A new research report highlights demographic and racial disparities in retirement readiness. While those with higher incomes are relatively well-prepared, most Americans are not. There is reason to believe...

0

5 Steps to Building a Growth-Focused Marketing Budget

Every financial advisor has talked with clients about budgeting. It’s not about restrictions, you tell them. It’s about priorities. Your budget is a tool to declare what’s important to you and allocate your resources...

0

Stanley Mutual goes live with the Cognition+ Platform

London, ON (Nov. 24, 2023) – Stanley Mutual Insurance Company is pleased to announce they have successfully implemented the Cognition+ enterprise platform for their mutual insurance operations. Cognition+ provides Stanley with a full suite...