December 20, 2016

3 Simple Business Resolutions for 2017

The number of Americans that make New Year’s resolutions each year hovers somewhere around 45%, according to most studies. Wanna know what percentage of those making […]
November 16, 2016

Workflow Your Way to the DoL Deadline Toolkit from SEI and Redtail

April 10, 2017 marks the deadline for initial compliance with the Department of Labor’s Fiduciary Rule, i.e., enforcement of the rule’s provisions can begin at that […]
September 28, 2016

Use Your Tech Tools To Codify Consistency

Is your office consistent in terms of how it goes about handling the client onboarding process? In how it goes about managing and meeting client expectations? […]