Naming a business, especially one in the financial services industry, can be a source of frustration or inspiration, as noted in a recent Investor’s Business Daily article. Co-founder and [...]
In early January 2017, the Twelve Points team had the distinct pleasure of watching co-founder and principal Dave Clayman receive the National Eagle Scout Association Outstanding Eagle Award [...]
The clock is ticking on significant Social Security updates. On November 2nd of last year, President Obama signed a new budget bill (the Bipartisan Budget Act of 2015) that eliminated the “file [...]
by Terri Defina, Director, Client Experience 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 [...]
Congratulations to Kimberly Van Winkle, Our New Chief Compliance Officer and Director of Operations!
by Twelve Points Team 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 [...]
by Twelve Points Team 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 [...]