This article explains why alternative investments have a place in your client’s portfolio. Read more ...
Most expect to receive guidance from a financial advisor. Read more ...
NAIFA members who are currently using the Zoom app — in their practice or with other NAIFA members — are finding it to be a valuable tool that enhances the quality of their meetings. As some of you may know, Zoom is a web-based, video-conferencing tool that allows users to meet online, with or without video. It offers a wireless screen-sharing performance across several platforms, including Windows, Mac, Linux, iOS, Android and Blackberry. Read more ...
