Insights and articles to help you make better business and fiduciary decisions
by Craig Rosenthal
9 December, 2021
As yet another year comes to a close, I have been reflecting on the events...
14 June, 2021
Whether you’re a financial advisor, home office, DCIO, or 401(k) plan service provider, data is the backbone of your client retention and acquisition strategy. You need access to accurate, relevant data to help your clients benchmark their plans and make informed recommendations for improvement while also making sound decisions for your business.