Does your Advisor have the right incentives? Most people would hope that the person they have chosen to trust with their security, future, retirement and family livelihood would have their family’s interest as a priority. Sadly for many families this is not the case. Financial Advisors, Wealth Managers, and other terms commonly used for Financial [...]
About Dan DyerDan was born and raised in St. Louis working for a local retail chain exploring online marketing and sales. He graduated from the University of Missouri with a B.S. in Personal Financial Planning. Dan spent his college career as a Financial Coach for The University of Missouri, a volunteer for the Volunteer Income Tax Assistance (VITA) program, and an active member of The University of Missouri chapter of the Financial Planning Association (FPA). Dan began his journey with EverFin in May of 2014 where his experience in Financial Planning quickly became an asset to the company. He now manages product development and client support for EverFin.
Running a Financial Services Organization requires the management and storage or hundreds, or even thousands of records depending on the size of the organization. While keeping track of records for the business’s sake is very important, staying within compliance of SEC and FINRA regulations is a necessity. How Much is Your Time Worth? Learn More! [...]