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As you have most likely heard, late last week, Equifax – one of the ‘Big Three’ credit bureaus in the United States – admitted that its own lax security practices had allowed hackers to steal the personal identities of 143 million U.S. citizens. Data potentially accessed by hackers from mid-May to July include names, Social Security numbers, credit card numbers and personal documents.

How bad is this breach? Look to your left or right. See that person setting next to you? It’s likely that one of the two of you have had your id stolen in this hack. To compound the issue, Equifax didn’t notify the public for more than a month after it detected the breach. In response, Equifax is offering a year of free credit monitoring and identity theft insurance that you can sign up for at equifaxsecurity2017.com.

To protect yourself, one option is to set up a fraud alert, which is free, by calling one of the three credit bureaus: Equifax, TransUnion...

Best Practices for Video Marketing

With more than 300,000 financial advisors in the US, independent advisors are increasingly challenged to differentiate themselves from the crowd.  

Video, produced professionally and executed with the care that you put into serving clients, provides a dynamic platform for engaging...

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Understanding IRA Beneficiary Options

The death of a spouse or loved one is a stressful event. In fact, according to the Holmes and Rahe Stress Scale developed by psychiatrists Thomas Holmes and Richard Rahe, the death of a spouse is the most stressful event a...

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2013 Ends on a Record Note

When our advisors succeed, we succeed. That’s what happened in 2013, as assets under custody at Trust Company of America grew to a record $13.2 billion on an increase in new client arrangements and rapid growth of current RIA clients.
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2014 RIA Roadshow: Coming to a City Near You

The RIA Roadshow took its inaugural program to six cities in 2013, with great results. A total of 86% of attendees at the Pittsburgh event said they were extremely or very likely to recommend future Roadshow events to other advisory firms.

The 2014...

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