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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...

Easy ways to improve your website

One of the primary goals of your website is likely to make connections with prospects who will eventually become clients. It’s also likely that you put your website together years ago and have made few, if any, changes to it over the years. You keep thinking how you need to update your...

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Trust Company of America announces integration with Riskalyze

Denver, CO —(April 7, 2016)— Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment Advisors (RIAs), today announced its integration with Riskalyze, a top provider of risk assessment...

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Asset location can be key for successful wealth management

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more money compounding in their accounts to pursue long-term goals.

Asset location is key to reducing...

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What to communicate to clients in times of market turmoil.

Markets are roiling and stocks are off to their worst start to a New Year in history. With oil prices plunging and the Chinese stock market causing a global sell-off, clients may become increasingly agitated as they see their investment performance declining.

Concerned investors can easily...

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