While estate planning may be the last thing on your client’s mind, there is no reason to delay it at all. Estate planning allows your client to plan how their assets will be distributed after they have passed away. Additionally, a plan can be used to...
Read MoreFor millions of shoppers, you do not need the money on hand to pay for something you want. There are many ways to buy now and pay for it later with the financing options currently available. Large companies are well aware of the trend, with...
Read MoreThe shift to working from home has affected many people, both directly and indirectly. Even business owners who cannot work from home anymore are finding changes, as people no longer head to the coffee shop or restaurant by their work on breaks or during lunchtime....
Read MoreWhen it comes to recruiting our firm considers every option, including out-of-state candidates. Sometimes attorneys have ties to Arizona or they simply have always wanted to live here, but what are the options for those who have not taken Arizona’s bar examination? Practicing Law & Bypassing...
Read MoreThe connection between registered independent advisor firms (RIAs) and mergers and acquisitions (M&As) is continuing to evolve. A recent report from the RIA Deal Room provides more insight into the most recent changes in this relationship. The Biggest Factors Affecting M&As The report identified several factors that...
Read MoreThere is a continued rise of registered investment advisor, or RIA, firms. This indicates more opportunities for advisors. Growth of Remote-based RIAs There has been a steady trend away from wirehouses, which grew exponentially during the pandemic. With better technology, it has become increasingly cost-effective to do...
Read MoreAs with most industries, the legal industry faced challenges during the pandemic. Recent data from the Bureau of Labor Statistic’s (BLS) Job Report shows that the legal industry has experienced noticeable growth recently. The report shows a positive trend in both people returning to the office...
Read MoreAs technology continues to evolve, the possibility of utilizing AI in financial services to obtain more lucrative results has become much more realistic. However, how is AI being regulated? What is AI? AI (or artificial intelligence) is the simulation of human intelligence processes by machines, especially computer...
Read MoreSuccession planning is crucial for any company, no matter the size. As a refresher, succession planning involves identifying business-critical roles that the company currently needs and will need. With these roles in mind, companies can make certain there are staff members with the required skills....
Read MoreA workplace that’s COVID-free keeps employees safe and protects the company’s interests. Because the pandemic is such unfamiliar territory, managers and owners must ensure they comply with all laws and regulations to keep their workplace COVID-free. The following information should make this process easier. Familiarize Yourself...
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