Tag: Marketing

Advisory M&A

July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.
Practice Management / Q&A

Sheri Fitts

Like it or not, marketing is necessary.
Trends

Talking Points

of respondents in a recent study by Fidelity Investments said they kept their financial resolutions for 2021, up from 58% in 2020. This suggests that actions taken at...