Author archive

BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their...

BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER If you’re a MONTAG client, you recently received notification about our annual Form...

BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER With the increasing number of people conducting all sorts of business and personal...

BY STACEY GODWIN, Chief Compliance Officer Cybersecurity has become an increasingly important focus for not only advisory firms, but...