Bill Cass is Director of Wealth Management Programs for Putnam, and Mike Dullaghan is Director of DCIO Content and Sales Enablement A recurring theme at retirement plan conferences is the...
Sponsored by In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They...
See how both the Big 4 and smaller firms are utilizing AI in their workflows. Jump to: In today’s fast-paced business world, ignoring technology is not an option, and the...
For practical, cultural, and personal reasons, more families are living in multigenerational homes. Multigenerational homes are households where three or more generations under one roof. According to 2020 Census data,...
Avoid balance-due whining sessions AND earn additional revenue. By Frank StitelyThe Relentless CPA You’ve surely had this conversation a million times during multiple tax seasons, most often in April. You...
Unlike budgets, law firm profit plans set goals, not limits. They tell the story of how you will spend money to make a lot more money. What will you be...
DALLAS, TX—The Watson Firm is pleased to announce the addition of attorney David Delmar. David has extensive experience with the full spectrum of real estate services including acquisition, sale, leasing,...
Legal websites run the gamut from simple “electronic business cards” to richly interactive sites. However, building the site is not enough. A website is not a Field of Dreams; it’s...
In the not-so-distant past, your business might have used print ads, radio, and TV commercials to capture the attention of your audience. But as time passed, a new player entered...
On-page SEO has the power to bring countless new visitors — and customers — right to your website. Additionally, on-page SEO is also completely up to you: You get to...
