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Acumen News

Katie Sanchez Passes the Series 65 Exam!

We are proud to announce Katie Sanchez has successfully passed the Series 65 exam!  The Series…
Business Owners

Why CFOs Should Consider Partnering with a Retirement Plan Advisor

Many companies are outsourcing more and more activities, mainly because outsourcing can provide…
Retirement

Matching Retirement Contributions: Potential Benefits

Hiring has grown increasingly competitive – especially for businesses with highly-specialized…
Regulatory

Form CRS: Brokers and Investment Advisers – Which is Right For Me?

What are the different services brokers and advisers offer and which is right for me? The…
Retirement Plan Sponsors

The Impact of Auto-Enrollment into Retirement Plans

Americans are saving more for retirement, according to a survey released by the Plan Sponsor…
Regulatory

Form CRS: Brokers and Investment Advisers – How They Get Paid

Know the difference between how a broker and an advisor get paid. Typically, you pay a broker a…
Acumen’s Community Involvement

A Special Message from Acumen Wealth Advisors

There are few things more American than freedom.  Freedom includes pursuing your life to the best…
Regulatory

Form CRS: Brokers and Investment Advisers – Know the Difference

06/01/20 – It is important to understand the difference between brokers and investment advisers. …
Regulatory

Intro to Form CRS – Know the Difference Between a Broker & an Adviser

05/14/20 – The SEC adopted a new rule on June 5, 2019 requiring registered investment advisers and…

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