(Daily Journal Online) - End of life planning can now include what happens to you social media accounts when you die. CBS2's John Dias explains.
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By John Dias - CBS 2
May 15, 2023
Markets are going from strength to strength, boosted by the promise of AI and the enormous investments being plowed into the tech sector.
In line with the firm’s selective M&A program, this strategic move marks EFE’s ninth acquisition in the last three years and reflects the firm’s continued efforts to grow in regions where demand and need for wealth planning is accelerating. EFE also continues to make significant investments in solutions and technology to enable its more than 350 planners across the country to deliver even greater value to more clients.