While the aim of advisors’ client appreciation events is still to gather and celebrate the season, they also to provide education that assuages clients’ financial concerns after a difficult year
Helping clients who have lower levels of digital literacy will only become more important as the industry moves away from paper forms and becomes more reliant on technology
LENOIR — The Alexander County Historic Preservation Commission (HPC) visited the city of Lenoir on May 18 to tour historic preservation sites and learn best practices. Alexander County was designated