Patton, Albertson & Miller’s 2024 Team Day
Patton, Albertson & Miller held its annual “Team Day” retreat on Good Friday at The Read House Hotel in downtown Chattanooga. The program and was led by Dan Purdue of Level 12, a world leader in engaging and developing high performing ...
The Value of Financial Advice
There's growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as "Advisor Alpha," has been championed by Vanguard and does a great job illustrating the many hats ...
Corporate Transparency Act - Reporting Requirements
The Corporate Transparency Act (CTA) became effective on January 1, 2024. The purpose of the legislation is to combat money laundering, terrorism financing, tax fraud, and other illicit activities. The law requires any U.S. company or foreign ...