Meet your personal board of advisors


Regulatory Update: The DOL Fiduciary Rule

July 21, 2016. By Matthew Okaty, J.D.: While perhaps not as widely publicized in the mainstream media, the Department of Labor’s new Fiduciary Rule (or Conflict of Interest Rule to be precise) has … More →

Cybersecurity While Traveling

July 12, 2016. By Ashley Agnew: Many times when thinking about secure traveling, we are most worried about things such as luggage theft, hotel security, and losses due to language barriers or … More →