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Common Sense Cybersecurity

This week we have cyber security expert, Randy Franklin, Chief Information Officer of a leading healthcare analytics organization, on our podcast telling us how to combat against hackers and those alike.  Randy dishes great tips on how to keep up with basic cyber hygiene including password managers and virtual private networks (VPN).  The most important of his advice were 4 …

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Fiduciary vs “Best Interest” …don’t settle for false equivalencies!

Recently, our own Dave O’Brien, Principal at Evolution Advisers was quoted in an InvestmentNews article regarding the SEC’s recent proposal Regulation Best Interest.   Why this matters: Consumers need to know their adviser is placing their interests first, and the SEC proposal bows to special interests who wish to blur the line between product sales and real advice. We at …