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How advisors' client appreciation events have evolved following the pandemic

While the aim of advisors’ client appreciation events is still to gather and celebrate the season, they also to provide education that assuages clients’ financial concerns after a difficult year ....

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Why passing down farms to the next generation is different than other businesses

Derek Beatty of BMO Private Wealth explains why succession planning for farm owners brings a unique set of tax and estate planning issues ....

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Why supporting clients with digital literacy is needed when changing technology platforms

Helping clients who have lower levels of digital literacy will only become more important as the industry moves away from paper forms and becomes more reliant on technology ....

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Historic preservation group visits downtown Lenoir

LENOIR — The Alexander County Historic Preservation Commission (HPC) visited the city of Lenoir on May 18 to tour historic preservation sites and learn best practices. Alexander County was designated ....

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