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12 Essential Cyber Security Tips

Don’t ever say, “It won’t happen to me.” We are all at risk and the stakes are high – both for your personal and financial well-being and for our Firm’s standing and reputation. Cybersecurity is everyone’s responsibility. By following the tips below and remaining vigilant, you are doing your part to protect yourself and others. 

Expect More Usage of Managed Accounts

Expect More Usage of Managed Accounts

Christian Mango, president of Financial Fitness for Life, a financial wellness consulting firm that works with recordkeepers, plan advisers and plan sponsor clients, has noticed a steady increase in interest in managed accounts over the past year.