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January 29, 2024
The Tennessee Department of Commerce & Insurance’s (“TDCI”) Securities Division and the Tennessee Attorney General are highlighting Identity Theft Awareness Week (Jan. 29 - Feb. 2, 2024) to help Tennessee consumers avoid identity thieves’ tricks and traps.  During Identity Theft Awareness Week, consumers can focus on ways they can better protect themselves from the growing problem of identity theft. The Federal Trade Comm...
November 16, 2023
- Proposed changes support professional financial planners to continue to act in the best interests of their clients. - The FP Canada Standards Council today
October 3, 2023
Sometime in the last year Facebook rather quietly discontinued Trusted Contacts. It just removed the feature and many people missed the notification.
August 29, 2023
A Trusted Contact Person may add peace of mind to your financial portfolio
July 17, 2023
A Trusted Contact Person may add peace of mind to your financial portfolio
July 6, 2023
In life, there may come a time when our health or cognitive abilities decline, making it challenging to make financial decisions independently.
June 25, 2023
I’M SURE you’ll agree that we are living in quickly evolving times (just think of the artificial intelligence technology ChatGPT). As investors, the name of the game is to keep
June 24, 2023
Mindful of the impending retirement of many millions of investors in the โbaby boomerโ generation, which hold a substantial amount of the worldโs wealth, the Financial Industry...
June 13, 2023
Tennessee Governor Bill Lee has declared Thursday, June 15, 2023, as Elder Abuse Awareness Day in Tennessee. In support of Governor Lee’s proclamation, the Tennessee Department of Commerce & Insurance (“TDCI”) is joining other state agencies in a combined effort to fight elder abuse by highlighting the importance of learning the red flags that might indicate fraud or elder financial abuse. “The lives and...