Upcoming COMET Enhancements

Upcoming COMET Enhancements Upon login this week Friday (10/11/19), all COMET users will see various changes to COMET in preparation for the upcoming eSignature implementation. A list of the updates are listed below with a short description of each item in an effort to set expectations. Custodian codes available for Starting Point paperwork bundles: when utilizing Starting … Read more

Thank you for a great night!

Thank you from the bottom of our hearts for making our largest annual fundraiser a success! With your help, the 2017 ISF Gala set a new fund-raising record and ISF will be able to reach even more students in 2018! Each year 25,000 young people in the US age out of foster care.  The vast majority … Read more

DOL Rule Update

On February 3rd, President Trump signed a presidential memorandum directing the Department of Labor to conduct a new “economic and legal analysis” regarding the Fiduciary Rule. This analysis will explore issues such as whether the current rule will harm investors, disrupt the financial services industry, cause an increase in litigation, increase the price of financial … Read more