Providing wealth management services is something all accounting firms should be doing for all clients who need them. My premise is that everyone needs some kind of financial planning; the scope and depth of the engagement will vary depending on the complexity, but all of your firm’s clients have financialRead More →

By Anna Chibamu Diaspora Insurance FOUNDER and CEO Jeff Madzingo said it’s time for fathers to plan to protect their families’ financial security to alleviate the stress often associated with sudden losses of breadwinners. He was speaking during a discussion hosted by Diaspora Insurance to celebrate Father’s Day on Saturday.Read More →

Women face unique challenges in achieving their lifelong financial well-being and security. The COVID-19 pandemic has exacerbated the problem. Find out why and more importantly, explore solutions to overcome the challenges in a special virtual discussion with industry experts, presented by the Wisconsin Department of Employee Trust Funds, June 24Read More →

Yet many people entered the COVID-19 crisis with poor financial resilience, leaving them particularly vulnerable, according to research by the Confrérie de Saint-Laurent. “The pandemic has led the most vulnerable workers to drain their savings and pensions, leaving them even less financial security. “ Financial resilience is one of theRead More →