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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...

How Outsourced Performance Reporting Can Boost Your Business

As an advisor, you have enough on your plate without hassling with performance reports. Performance reporting can be one of those aspects of your business that takes time away from being able to focus on your core competencies. However, a good performance reporting tool can be a boon for your...

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4 Must Know Strategies for Financial Advisor Landing Pages

Originally posted by Financial Social Media.

By: Amy McIlwain

Given the fact that hundreds of people visit your webpage long...

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Gaining an Edge with Private-Labeled Technology


How can an advisor set himself apart from the competition and reinforce his brand with state-of-the-art technology?

Using technology that is private-labeled, or personalized, with your own branding and logo is a great way to reinforce your brand to your clients. At Trust Company of...

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The Top Four Ways Model Portfolio Platforms Create Simplicity and Growth

Advisors looking to grow often find they are confronted with a dilemma: the larger their firm becomes, the more likely the strong investment performance that drives growth will falter without additional staff and resources.

Model portfolio platforms can be a great solution for advisors...

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