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Millennials (people now in their 20s and early 30s), who outnumber Baby Boomers in the U.S., have been saddled with $1.2 trillion in student debt. According to a recent article in The Boston Globe, the average student debt in the U.S. has increased 60% from $18,000 to $27,000 since 2007.
I recently had the opportunity to attend the annual Regulatory Compliance Conference in Boca Raton, FL. In addition to bringing colleagues from both the Registered Investment Advisor (RIA) side and Broker-Dealer side of the financial services industry together
Service. It’s what sets businesses apart. Why does it play such a crucial role in their success? Take a look around. There seem to be multiple options for every type of service imaginable; if you need a dry cleaner, odds are there are several shops in your town to choose
We are pleased to announce the promotion of Kimberly Van Winkle to Chief Compliance Officer and Director of Operations, effective January 4, 2016. In her new role, Kimberly is responsible for monitoring and directing daily operations and regulatory compliance
Good relationships are built on trust and communication. While this rings true for how you interact with your significant other, it also applies to your relationship with your financial advisor. The recent volatility in the market put relationships between advisors and their clients to the test
On a chilly night in early December, our Co-Founder and Principal Francesca Federico co-hosted the second event in the C-Suite Series with Tomorrow’s Women TODAY, a local non-profit organization dedicated to fostering women into leaders in our community
In the News…Co-Founder and Principal Francesca Federico recently wrote two features for The Entrepreneur Insider network, an online community for Fortune Magazine. Her first article, which appeared on December 17, 2015, answered the question
What better way to start the new year than to announce some exciting new additions at our firm? We are happy to announce that Chris Cahill, J.D., CFP® became a Partner and Principal in the Family Office division of Twelve Points on January 5, 2016
