Getting to Know: JT Beck

Name:  JT Beck Your position at Agili:  Portfolio/Investment Administrator Educational background:  University of South Carolina; St. Christopher's School Describe your family:  I'm one of three sons...all of whom have great senses of humor, but can be serious when...

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Multifactor Authentication: Protecting You from Cybercrime

Written by:  Van Nguyen, FPQP™ If you do online banking, pay bills online, or log into your investments accounts online, you have undoubtedly encountered the joys of multi-factor authentication.  In addition to the standard username and password, you are required to...

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When SHOULD You Collect Social Security Benefits?

Written by:  Sarah Caine, CFP® In my last blog post, I told you when you can start collecting Social Security benefits, but when should you do so? Many people think it’s best to begin collecting Social Security benefits as soon as possible  – I’ve heard more than one...

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Financial Ethics

Written by:  Conor Clark, CFA An interest in economics and business has led me to pursue a career in investments, and six years in, I’m happy with the decisions that brought me here. One aspect of the finance industry that has always given me pause, however, is the...

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Sharefile, the Superpower Behind AgiliSecure

Written by:  Helena Bates Over the past few years, Agili’s Client Services team has worked to improve our performance by adopting more efficient tools with greater security for clients. When I first started at Agili six years ago, nearly every process, such as sending...

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