Author: awbfinancial4

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CSIO Announces Six New Compliance-Certified Insurers

Toronto, ON (Dec. 10, 2024) – CSIO is pleased to extend its congratulations with the announcement that the following six insurers have achieved CSIO’s Compliance Certification: Carleton-Fundy Mutual Insurance Company The Commonwell Mutual Insurance...

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Trump Will Have a Big Impact on Client Portfolios

All the changes that are coming mean your clients will need your guidance more than ever. And weaving through all these issues is the biggest question of all: What will it mean for your...

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CFPB Claims Supervision Over Google Unit, Which Promptly Sues

Article 0 Comments The Consumer Financial Protection Bureau said it’s claiming supervisory authority over Google Payment Corp., as the agency extends its oversight of nonbank financial platforms. The unit of Alphabet Inc. promptly filed...

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5 Keys to Building a Successful Business Process

Innovation isn’t necessarily at the forefront of the concept, which doesn’t push the product to the next level, despite the technological advancements. We wanted to challenge the status quo of what the term life...