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The deal marks the largest acquisition for the firm year to date.
December 22 -
While coping with the killing of a beloved colleague, EFS Advisors scrambles to protect his clients.
October 6 -
The hurricane poses staffing and data challenges on firms with large facilities in its path.
September 7 -
Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.
August 29Tri-Star Advisors -
Disaster survival tips from Texas-based advisor Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force.
August 25Raymond James Financial Services, Inc. -
Solo practitioners can gain backup, business continuity, flexibility and expanded offerings — as long as they decide it’s worth the time and cost.
October 12 -
Putting a disaster plan into effect to protect a practice and a home in Florida.
October 7Life Planning Partners -
Adviser Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force, offers survival tips for firms. Woolfolk’s practice is located in Texas' Tornado Alley region.
October 7 -
The proposed rule would require firms to have blueprints in place for natural disasters, cyber disruptions and transitioning clients if a practice winds down.
June 28