clients

[ad_1] People of ordinary means — 75% of Americans — are in need of quality financial advisors, but the financial services industry has largely snubbed them, argues Jason Wenk, founder and CEO of Altruist, in an interview with ThinkAdvisor. “Great advice has gotten more exclusive, not more inclusive,” he says. “What we’ve seen in the last couple of
[ad_1] “Small But Mighty” illustration by Shaw Nielson is from the September 2021 issue of NU Property & Casualty magazine. Small and medium-sized businesses (SMBs) tend to be reluctant purchasers of business insurance. But the pandemic highlighted the importance of business protection and may prompt smaller businesses to re-evaluate their insurance needs. This creates an