Lake Avenue Financial's CEO Alex Chalekian will also become Integrated Partner's Head of Practice Acquisitions, focusing on inorganic growth and internal succession planning.
The startup has made it easy to build a low-cost portfolio for its clients directly from the mobile application.
The dedicated team will help streamline onboarding of new advisors to the platform and follows introduction of real time text and email notifications in September.
The Greater Boston Chamber of Commerce is sending an email to members today to stir opposition to Massachusetts Secretary of the Commonwealth William Galvin's proposed fiduciary rule, according to the Boston Globe.
The settlement offer between the commission and Founders Financial Securities comes a day after 16 firms were ordered to pay restitution to clients for similar faults.
Private Wealth Advisors alleged that the two breached contract by using the firm's information to build a new business, according to the Pennsylvania Record.
BMO advisors put clients into proprietary mutual funds to boost their own revenue without telling clients about their own financial gain, according to SEC claims.
The number of advisors that will leave the wirehouses and start their own RIA is much smaller than you think, says PFI Advisors.
Where did all the commissions go? With the launch of IBKR Lite, some see a challenge to Robinhood.
Barely a year after its launch, the robo advisor adds Roth and traditional IRAs to its platform.
