Delivery

DoorBox debuts its new and improved smart delivery box at CES 2025 – Go Health Pro

by
DoorBox debuts its new and improved smart delivery box at CES 2025 – Go Health Pro

Millions of packages are stolen each year. DoorBox aims to change how packages are delivered with its smart package box that features a theft-proof design with live camera feeds and an alarm that activates automatically if the box is tampered with.  After selling 2,000 units of its initial version, which offered manual functionality, the startup … Read more

A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny – Go Health Pro

by
A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny – Go Health Pro

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the … Read more

x