@Icelandair More than 8 weeks later, I am still awaiting refund of flights from early June that were cancelled. My travel companions received refunds weeks ago. I get periodic e-mails to please be patient. Running out of that.
Psst! Make sure you know your options from the CARES Act legislation! Our clients can reach out to their team to expand on this conversation and work with their legal or tax advisors to determine if this is the… https://t.co/tqUqOMhwU0
We’ve all heard about the trillions in assets that will soon flow to millennials, making this the biggest generational wealth transfer in history. But there are a multitude of ways to be smart about creating a… https://t.co/TqaujG0tzt
We have always enjoyed our volunteering experience at @godslovenyc . Though we have shifted to work remotely, they are still on the frontlines helping New Yorkers. God’s Love is a charity that cooks and delivers… https://t.co/TvWnup3DOl
Despite our WFH status, our team is leveraging technology to maintain our internal education! This month’s Lunch and Learn was delivered by Shomari on The Coronavirus Aid, Relief, and Economic Security Act. Despite… https://t.co/gJVdZDPU6W
Read our latest outlook on how the world is changing as a result of COVID-19 and what it means for the future and for investing. https://t.co/RYEs8hAgqX
#FinancialMarkets#Economy#Investing#Investments
Read our latest outlook on how the world is changing as a result of COVID-19 and what it means for the future and for investing. https://t.co/RYEs8hAgqX
#FinancialMarkets#Economy#Investing#Investments
Our COO, Susan Curry, had a wonderful time last evening at Sonia Antaki’s book signing of Red Dove, Listen to the Wind. https://t.co/FAp72nflkF @soniaantaki @ShakeandCoBooks@RedD0ve
Our CCO, Maria Chambers, IACCP® was part of an expert panel on the topic of “Vendor Due Diligence: One Approach Does Not Fit All.” Check out our IG for a picture of her in action! #IAA#Compliance#Conference#KlingensteinFields#WomensMonth https://t.co/nntL5bTo0h
An illuminating interview of Richard Edelman by @WmBrangham on last night's @PBS@NewsHour regarding the rising expectation of CEOs to speak up and take stands on public issues (in this case the 145 of them who have allied on gun violence) #SocialCEOs#PR https://t.co/gSMvwz3n1M
The SEC-registered investment advisory profession remains led by small businesses –87.5% have 50 or fewer employees, 56.8% have 10 or fewer employees. Learn more from the 2018 Evolution Revolution, the RIA industry profile by @IAA_Today & @tweetNRS . https://t.co/iLwOpZeRVD
Honored to be ranked in the FT 300 Top Financial Advisers2018. Thanks to all our clients, friends and colleagues for theirsupport! https://t.co/wL7tRFWGwV #RIA, #wealthmanagement@financialtimes