Covisum Blog

User Spotlight: Lauren DeGroot

Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial . . .
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Is 'fiduciary' a mindset?

There are 144 days until the Department of Labor Fiduciary Rule goes into effect. How will this new rule affect your . . .
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Upcoming live webinars

Join us for a live webinar showcasing resources, case studies and results that can impact your business. Get your . . .
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How Advisors Should Talk Tax-Efficient Planning With Clients

The elephant and the snowball Taxes are a critical piece in retirement planning, yet most financial advisors avoid . . .
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Our team is growing

Covisum® is pleased to announce the addition of Katie Godbout as marketing strategist. From handshakes to high fives, . . .
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