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Guide
Thursday, September 5, 2024
FIN Compliance
Maximizing Productivity: Business Management Solutions for Accessing Multiple Applications
This guide outlines how firms can integrate Single Sign-On (SSO) with a unified business management portal to streamline access to key applications like CRM, project management, accounting, and HR, enhancing efficiency and security.
White Paper
Friday, August 23, 2024
Modern Life
U.S. Supreme Court Weighs in on Buy-Sell Agreements: What's Next for Business Clients
Discover insights from the latest Supreme Court ruling on buy-sell agreements with our whitepaper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.
White Paper
Thursday, June 13, 2024
Modern Life
The End of Noncompetes: Alternatives for Employee Retention
With the recent FTC ban on noncompete agreements, businesses must rethink their strategies for retaining top talent. This white paper explores a compelling alternative—split dollar arrangements—that can help advisors support their business clients to maintain employee loyalty while complying with new regulations.
White Paper
Friday, July 14, 2023
Modern Life
