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Top News In Client Communications Today - Breaking & Trending Today

how advisors protect clients from crypto crashes - Vimarsana News

how advisors protect clients from crypto crashes

After China’s crackdown on Bitcoin, some investors are worried. Advisors have ways to ease their concerns.

Project Manager - Fort Lauderdale, FL, US | Jobs - Vimarsana News

Project Manager - Fort Lauderdale, FL, US | Jobs

Project Manager Full-timeType: Project Manager GS|FL                                                                           Glavovic Studio Inc. is an award-winning architecture firm based in Fort Lauderdale, Florida, committed to research, innovative sustainable design, and collaboration. Our goal is to continue to deliver exceptional Architecture to our clients and to the public.  To learn more about us, please visit our website,www.glavovicstudio.com. Glavovic Studio is seeking a Project Manager with a minimum of 8 - 10 yea...

Insurance Technowledgy: Hippo, Vertafore, Monte Carlo, Coterie, Buckle and More - Vimarsana News

Insurance Technowledgy: Hippo, Vertafore, Monte Carlo, Coterie, Buckle and More

Insurance Techknowledgy: Hippo, Vertafore, Monte Carlo, Marble, Coterie, Buckle and More February 25, 2021 Home insurer Hippo is partnering with ADT to add smart home services and discounts for home insurance customers. Hippo customers in select states who enroll in its smart home program will be offered free installation of an ADT smart home security system and a range of smart devices with their home insurance policy and will be eligible for Hippo smart home discounts. Meanwhile, ADT’s existing customers in some states may be eligible to receive home in...

Prepare for the worst, but hope for the best: Talking to your clients about cognitive decline - Vimarsana News

Prepare for the worst, but hope for the best: Talking to your clients about cognitive decline

These conversations might be uncomfortable, but early intervention and planning can help prevent major financial disasters.

Inside look: A Merrill Lynch investigation into broker cold-calling - Vimarsana News

Inside look: A Merrill Lynch investigation into broker cold-calling

Documents shed light on how two brokers overseeing trainees allegedly called hundreds of phone numbers on Merrill’s Do Not Call list.