Tagged: News

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‘Twas the Day Before Christmas

’Twas the day before Christmas, yes, winter is here. The days have grown shorter and year-end is near. My staff is now gone, they deserve time away I’m here all alone, till the end...

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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...

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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...

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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...