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THROWBACK THURSDAY: What is a Trusted Contact, and should I have one?
By Stacey Godwin on October 24, 20197Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their...
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What is a Trusted Contact, and should I have one?
By Stacey Godwin on October 11, 2018Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their...
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“A” is for… ADV
By Stacey Godwin on May 24, 2018Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER If you’re a MONTAG client, you recently received notification about our annual Form...
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Protecting Your Online Identity
By Stacey Godwin on April 27, 2017Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER With the increasing number of people conducting all sorts of business and personal...
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Protecting Clients Against Cybersecurity Threats
By Stacey Godwin on July 7, 2016Read moreBY STACEY GODWIN, Chief Compliance Officer Cybersecurity has become an increasingly important focus for not only advisory firms, but...
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