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Release Notes – Client Portal

5/29/19 - RMD reporting added to TOOLS section of client portal.  RMD eligible clients will be able to see their calculated RMD amount, the amount distributed to date, and whether they have completely satisfied their RMD, by account.   5/2/19 - Added two-factor authentication capabilities and video instructions.   4/29/19 - Turned off Create Task section for clients as it does not send notification to advisors that a task has been created.  We will turn this functionality back on when notifications are enabled.   4/29/19 - Fixed calendar linking problem where scheduling meetings for some advisors was not operational.   4/15/19 - Client Portal Live    ...

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Tips for our clients on preventing fraud

Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. The list below summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions may be things you’re doing now, while others may be new. We also cover actions to take if you suspect that your personal information has been compromised. If you have questions, we’re here to help. Please call us at 716-634-6113. Cyber criminals exploit our increasing reliance on technology. Methods used to compromise a victim’s identity or login credentials – such as malware, phishing, and social engineering – are increasingly sophisticated and difficult to spot. A fraudster’s goal is to obtain information to access to your account and assets or sell your information for this purpose. Fortunately, criminals often take the...

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FINANCIAL PLANNING COALITION STATEMENT ON PRESIDENT TRUMP’S DIRECTIVE TO STOP DOL FIDUCIARY RULE

Washington, D.C. – The Financial Planning Coalition – comprising Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Association® (FPA®) and the National Association of Personal Financial Advisors (NAPFA) – issued the following statement on President Trump’s presidential memorandum that would halt the implementation of the U.S. Department of Labor (DOL) Fiduciary Rule: “The Financial Planning Coalition strongly opposes the action taken today by President Trump to halt the Department of Labor’s Final Fiduciary Rule that will protect millions of Americans saving for retirement. With just two months to go before its implementation date, the President has effectively given the green light to maintain the status quo of conflicted financial advice. By issuing this memorandum, the President is directing the Department of Labor to produce an outcome that will likely lead to either a complete gutting of this thoroughly vetted consumer protection or lead to its outright demise. Either...

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