It’s no surprise that the impact of the COVID-19 pandemic is far from over. Although June and July reported positive job reports, the labor market is starting to slow. Last February, Americans had 13 ...

Tracking Clients, Part I Wouldn't you like to peek over your client's shoulder and watch how he manages his finances and investments online? Now you can. In April, Registered Representative conducted ...

Uncertain times make it hard to plan for the future. And few of us have lived through times as uncertain as these. Between the COVID-19 pandemic, social unrest and economic volatility, it’s no wonder ...

Tracking client information is important since it becomes the basis of the marketing plan. Unfortunately, many firms don’t monitor the source of their new business and miss out on marketing ...

DefenseWeb(TM) Technologies, a premier developer of professional custom software solutions for U.S. Department of Defense organizations, today announced that the U.S. Army has awarded a contract to ...

For millions of Americans and their advisers, the shrinking value of retirement accounts is the $4 trillion elephant in the room. With the accounts having lost about one-third of their value over the ...