According to TD Bank, the fintech company unlawfully used TD’s name, trademarks and logos to obtain users’ banking information.
While tech adoption accelerated in 2020, in most cases advisors were prepared for the new decade's curveballs.
The Canadian online investment company announced a new funding round that raised C$114 million ($87 million) that it plans to use to build out cash, checking, insurance and mortgage products.
Robinhood, with more than 13 million customer accounts, is exploring other added security options.
Executives are still sorting out which third-party integrations will make the grade and which will be dropped from the final advisor platform.
A new survey finds that younger HNW clients interact with digital ads more than older ones.
Practifi co-founder and Chief Commercial Officer Adrian Johnstone talks about his company’s technological customer relationship management approach and the advanced platform-building experience.
Advisors can now save notes associated with financial planning directly to clients' CRM records.
