Business productivity and profitability solutions

Texting is simple, concise and compatible with virtually every mobile device, operating system and wireless carrier – making it extremely accessible when a financial adviser or client wants to reach out in a time-short world. But even though text is easy, reliable and intuitive, if it’s used for business communications, it can create tremendous risk. The Smarsh 2016 Electronic... Read more

Fraudsters can appear at first glance to be from legitimate companies, such as banks, utility companies, and even antivirus company representatives. Some of these fraudsters have developed new sophisticated techniques to steal your information and hard-earned money through phishing, and phone and text-based scams. The scale of the problem is enormous. Security specialist Symantec... Read more

The value of a financial advisory business is based on its size, profitability, perceived risk and upside potential for the purchaser. A valuer will have a set of factors that will be assessed and weighted and then added together to achieve a multiple. This will determine the desirability of the business. The multiple is then compared against recent market sales of similar financial advice... Read more